Aspiriant LLC’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Buy |
11,080
+735
| +7% | +$203K | 0.1% | 85 |
|
|
2025
Q1 | $1.73M | Sell |
10,345
-1,132
| -10% | -$190K | 0.06% | 102 |
|
|
2024
Q4 | $2.66M | Buy |
11,477
+672
| +6% | +$156K | 0.1% | 83 |
|
|
2024
Q3 | $1.86M | Buy |
10,805
+2,525
| +30% | +$436K | 0.07% | 97 |
|
|
2024
Q2 | $1.33M | Sell |
8,280
-2,540
| -23% | -$408K | 0.05% | 119 |
|
|
2024
Q1 | $1.43M | Buy |
10,820
+580
| +6% | +$76.9K | 0.06% | 117 |
|
|
2023
Q4 | $1.14M | Sell |
10,240
-140
| -1% | -$15.6K | 0.05% | 136 |
|
|
2023
Q3 | $862K | Buy |
10,380
+1,820
| +21% | +$151K | 0.04% | 146 |
|
|
2023
Q2 | $743K | Buy |
8,560
+1,000
| +13% | +$86.7K | 0.04% | 152 |
|
|
2023
Q1 | $485K | Buy |
7,560
+190
| +3% | +$12.2K | 0.03% | 179 |
|
|
2022
Q4 | $412K | Buy |
7,370
+410
| +6% | +$22.9K | 0.02% | 191 |
|
|
2022
Q3 | $308K | Buy |
6,960
+430
| +7% | +$19K | 0.02% | 208 |
|
|
2022
Q2 | $317K | Sell |
6,530
-540
| -8% | -$26.2K | 0.02% | 206 |
|
|
2022
Q1 | $444K | Sell |
7,070
-50
| -0.7% | -$3.14K | 0.02% | 184 |
|
|
2021
Q4 | $474K | Buy |
7,120
+560
| +9% | +$37.3K | 0.03% | 178 |
|
|
2021
Q3 | $318K | Sell |
6,560
-510
| -7% | -$24.7K | 0.02% | 190 |
|
|
2021
Q2 | $338K | Buy |
7,070
+590
| +9% | +$28.2K | 0.02% | 189 |
|
|
2021
Q1 | $300K | Sell |
6,480
-20
| -0.3% | -$926 | 0.02% | 179 |
|
|
2020
Q4 | $284K | Buy |
6,500
+270
| +4% | +$11.8K | 0.02% | 176 |
|
|
2020
Q3 | $227K | Buy |
+6,230
| New | +$227K | 0.02% | 201 |
|