AI
Atria Investments’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.2M | Buy |
262,073
+4,099
| +2% | +$1.13M | 0.85% | 12 |
|
|
2025
Q1 | $43.2M | Sell |
257,974
-16,330
| -6% | -$2.73M | 0.55% | 24 |
|
|
2024
Q4 | $63.6M | Sell |
274,304
-22,810
| -8% | -$5.29M | 0.79% | 14 |
|
|
2024
Q3 | $51.3M | Buy |
297,114
+267,302
| +897% | +$46.1M | 0.64% | 20 |
|
|
2024
Q2 | $47.9M | Buy |
29,812
+1,629
| +6% | +$2.62M | 0.62% | 21 |
|
|
2024
Q1 | $37.4M | Sell |
28,183
-1,756
| -6% | -$2.33M | 0.51% | 30 |
|
|
2023
Q4 | $33.4M | Buy |
29,939
+295
| +1% | +$329K | 0.52% | 34 |
|
|
2023
Q3 | $24.6M | Sell |
29,644
-2,132
| -7% | -$1.77M | 0.44% | 41 |
|
|
2023
Q2 | $27.6M | Sell |
31,776
-3,327
| -9% | -$2.89M | 0.5% | 36 |
|
|
2023
Q1 | $22.5M | Buy |
35,103
+664
| +2% | +$426K | 0.43% | 45 |
|
|
2022
Q4 | $19.3M | Buy |
34,439
+94
| +0.3% | +$52.6K | 0.39% | 44 |
|
|
2022
Q3 | $15.3M | Sell |
34,345
-1,355
| -4% | -$602K | 0.34% | 61 |
|
|
2022
Q2 | $17.3M | Buy |
35,700
+11
| +0% | +$5.34K | 0.36% | 48 |
|
|
2022
Q1 | $22.5M | Sell |
35,689
-981
| -3% | -$618K | 0.39% | 47 |
|
|
2021
Q4 | $24.4M | Sell |
36,670
-1,429
| -4% | -$951K | 0.43% | 45 |
|
|
2021
Q3 | $18.5M | Buy |
38,099
+4,357
| +13% | +$2.11M | 0.33% | 58 |
|
|
2021
Q2 | $16.1M | Buy |
33,742
+6,438
| +24% | +$3.07M | 0.31% | 63 |
|
|
2021
Q1 | $12.7M | Buy |
27,304
+1,972
| +8% | +$914K | 0.28% | 74 |
|
|
2020
Q4 | $11.1M | Buy |
25,332
+2,500
| +11% | +$1.09M | 0.27% | 84 |
|
|
2020
Q3 | $8.32M | Sell |
22,832
-3,179
| -12% | -$1.16M | 0.25% | 94 |
|
|
2020
Q2 | $8.21M | Buy |
26,011
+421
| +2% | +$133K | 0.28% | 87 |
|
|
2020
Q1 | $6.07M | Buy |
25,590
+7,477
| +41% | +$1.77M | 0.47% | 51 |
|
|
2019
Q4 | $5.72M | Buy |
18,113
+3,484
| +24% | +$1.1M | 0.16% | 142 |
|
|
2019
Q3 | $4.04M | Buy |
14,629
+2,767
| +23% | +$764K | 0.14% | 140 |
|
|
2019
Q2 | $3.32M | Buy |
11,862
+3,262
| +38% | +$912K | 0.12% | 154 |
|
|
2019
Q1 | $2.59M | Buy |
8,600
+551
| +7% | +$166K | 0.11% | 178 |
|
|
2018
Q4 | $2.05M | Buy |
8,049
+1,461
| +22% | +$372K | 0.09% | 180 |
|
|
2018
Q3 | $1.63M | Buy |
6,588
+2,155
| +49% | +$532K | 0.06% | 281 |
|
|
2018
Q2 | $1.08M | Buy |
+4,433
| New | +$1.08M | 0.05% | 362 |
|
|
2018
Q1 | – | Sell |
-6,190
| Closed | -$1.59M | – | 870 |
|
|
2017
Q4 | $1.59M | Buy |
6,190
+499
| +9% | +$128K | 0.08% | 250 |
|
|
2017
Q3 | $1.38M | Buy |
5,691
+353
| +7% | +$85.6K | 0.08% | 246 |
|
|
2017
Q2 | $1.24M | Buy |
5,338
+1,209
| +29% | +$282K | 0.08% | 255 |
|
|
2017
Q1 | $904K | Buy |
4,129
+2,375
| +135% | +$520K | 0.06% | 281 |
|
|
2016
Q4 | $310K | Sell |
1,754
-406
| -19% | -$71.8K | 0.02% | 458 |
|
|
2016
Q3 | $373K | Buy |
2,160
+156
| +8% | +$26.9K | 0.03% | 358 |
|
|
2016
Q2 | $308K | Buy |
2,004
+240
| +14% | +$36.9K | 0.03% | 354 |
|
|
2016
Q1 | $273K | Buy |
+1,764
| New | +$273K | 0.03% | 369 |
|