AIP
ARS Investment Partners’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36M | Sell |
130,429
-36,707
| -22% | -$10.1M | 2.62% | 13 |
|
|
2025
Q1 | $38.7M | Sell |
167,136
-1,567
| -0.9% | -$363K | 3.51% | 6 |
|
|
2024
Q4 | $39.1M | Sell |
168,703
-20,071
| -11% | -$4.65M | 3.52% | 5 |
|
|
2024
Q3 | $32.6M | Buy |
188,774
+168,286
| +821% | +$29M | 2.92% | 11 |
|
|
2024
Q2 | $32.9M | Sell |
20,488
-2,167
| -10% | -$3.48M | 3.15% | 9 |
|
|
2024
Q1 | $30M | Buy |
22,655
+66
| +0.3% | +$87.5K | 2.99% | 12 |
|
|
2023
Q4 | $25.2M | Sell |
22,589
-1,431
| -6% | -$1.6M | 2.79% | 11 |
|
|
2023
Q3 | $20M | Buy |
24,020
+66
| +0.3% | +$54.8K | 2.47% | 12 |
|
|
2023
Q2 | $20.8M | Sell |
23,954
-174
| -0.7% | -$151K | 2.43% | 12 |
|
|
2023
Q1 | $15.5M | Buy |
24,128
+734
| +3% | +$471K | 1.86% | 18 |
|
|
2022
Q4 | $13.1M | Sell |
23,394
-4,737
| -17% | -$2.65M | 1.74% | 22 |
|
|
2022
Q3 | $12.5M | Buy |
28,131
+3,787
| +16% | +$1.68M | 1.72% | 18 |
|
|
2022
Q2 | $11.8M | Sell |
24,344
-195
| -0.8% | -$94.7K | 1.62% | 23 |
|
|
2022
Q1 | $15.5M | Sell |
24,539
-259
| -1% | -$163K | 1.49% | 23 |
|
|
2021
Q4 | $16.5M | Buy |
24,798
+48
| +0.2% | +$31.9K | 1.52% | 20 |
|
|
2021
Q3 | $12M | Buy |
24,750
+163
| +0.7% | +$79K | 1.2% | 27 |
|
|
2021
Q2 | $11.7M | Buy |
24,587
+268
| +1% | +$128K | 1.19% | 28 |
|
|
2021
Q1 | $11.3M | Sell |
24,319
-76
| -0.3% | -$35.2K | 1.31% | 27 |
|
|
2020
Q4 | $10.7M | Buy |
24,395
+12
| +0% | +$5.25K | 1.31% | 26 |
|
|
2020
Q3 | $8.88M | Buy |
24,383
+417
| +2% | +$152K | 1.4% | 27 |
|
|
2020
Q2 | $7.56M | Sell |
23,966
-840
| -3% | -$265K | 1.42% | 24 |
|
|
2020
Q1 | $5.88M | Sell |
24,806
-621
| -2% | -$147K | 1.42% | 24 |
|
|
2019
Q4 | $8.04M | Buy |
25,427
+14,831
| +140% | +$4.69M | 1.35% | 25 |
|
|
2019
Q3 | $2.93M | Sell |
10,596
-4,767
| -31% | -$1.32M | 0.53% | 44 |
|
|
2019
Q2 | $4.42M | Buy |
15,363
+7,694
| +100% | +$2.21M | 0.74% | 34 |
|
|
2019
Q1 | $2.31M | Buy |
7,669
+5,551
| +262% | +$1.67M | 0.42% | 51 |
|
|
2018
Q4 | $539K | Sell |
2,118
-1,532
| -42% | -$390K | 0.11% | 90 |
|
|
2018
Q3 | $901K | Sell |
3,650
-69,500
| -95% | -$17.2M | 0.14% | 89 |
|
|
2018
Q2 | $17.7M | Buy |
73,150
+6,292
| +9% | +$1.53M | 2.83% | 13 |
|
|
2018
Q1 | $15.8M | Buy |
66,858
+1,884
| +3% | +$444K | 1.93% | 19 |
|
|
2017
Q4 | $16.7M | Buy |
64,974
+4,060
| +7% | +$1.04M | 2.02% | 17 |
|
|
2017
Q3 | $14.8M | Sell |
60,914
-169
| -0.3% | -$41K | 1.9% | 20 |
|
|
2017
Q2 | $14.2M | Sell |
61,083
-174
| -0.3% | -$40.6K | 1.97% | 17 |
|
|
2017
Q1 | $13.4M | Sell |
61,257
-286
| -0.5% | -$62.6K | 1.95% | 19 |
|
|
2016
Q4 | $10.9M | Buy |
61,543
+19,316
| +46% | +$3.41M | 1.67% | 20 |
|
|
2016
Q3 | $7.29M | Sell |
42,227
-23,414
| -36% | -$4.04M | 1.6% | 23 |
|
|
2016
Q2 | $10.2M | Sell |
65,641
-3,658
| -5% | -$568K | 2.29% | 15 |
|
|
2016
Q1 | $10.7M | Sell |
69,299
-2,144
| -3% | -$331K | 2.51% | 13 |
|
|
2015
Q4 | $10.4M | Sell |
71,443
-3,203
| -4% | -$465K | 2.43% | 9 |
|
|
2015
Q3 | $9.33M | Sell |
74,646
-8,225
| -10% | -$1.03M | 2.14% | 15 |
|
|
2015
Q2 | $11M | Sell |
82,871
-994
| -1% | -$132K | 2.01% | 18 |
|
|
2015
Q1 | $10.6M | Buy |
+83,865
| New | +$10.6M | 1.98% | 18 |
|