Ascent Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9M | Sell |
65,087
-11,199
| -15% | -$3.09M | 0.7% | 33 |
|
|
2025
Q1 | $12.8M | Buy |
76,286
+25,112
| +49% | +$4.2M | 0.55% | 42 |
|
|
2024
Q4 | $11.9M | Buy |
51,174
+2,540
| +5% | +$589K | 0.89% | 18 |
|
|
2024
Q3 | $8.39M | Sell |
48,634
-1,306
| -3% | -$225K | 0.64% | 34 |
|
|
2024
Q2 | $8.02M | Buy |
49,940
+7,430
| +17% | +$1.19M | 0.65% | 31 |
|
|
2024
Q1 | $5.63M | Sell |
42,510
-4,840
| -10% | -$641K | 0.5% | 43 |
|
|
2023
Q4 | $5.99M | Buy |
47,350
+1,390
| +3% | +$176K | 0.57% | 32 |
|
|
2023
Q3 | $4.19M | Buy |
45,960
+35,260
| +330% | +$3.21M | 0.46% | 47 |
|
|
2023
Q2 | $945K | Sell |
10,700
-510
| -5% | -$45K | 0.1% | 243 |
|
|
2023
Q1 | $719K | Sell |
11,210
-2,750
| -20% | -$176K | 0.08% | 269 |
|
|
2022
Q4 | $781K | Buy |
13,960
+490
| +4% | +$27.4K | 0.09% | 245 |
|
|
2022
Q3 | $633K | Buy |
13,470
+1,100
| +9% | +$51.7K | 0.08% | 254 |
|
|
2022
Q2 | $662K | Sell |
12,370
-1,830
| -13% | -$97.9K | 0.08% | 259 |
|
|
2022
Q1 | $894K | Buy |
14,200
+8,900
| +168% | +$560K | 0.1% | 231 |
|
|
2021
Q4 | $283K | Buy |
+5,300
| New | +$283K | 0.04% | 383 |
|