AAS
Avantax Advisory Services’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.5M | Buy |
284,839
+23,919
| +9% | +$6.59M | 0.43% | 33 |
|
|
2025
Q1 | $43.7M | Buy |
260,920
+4,871
| +2% | +$816K | 0.27% | 53 |
|
|
2024
Q4 | $59.4M | Buy |
256,049
+15,193
| +6% | +$3.52M | 0.37% | 38 |
|
|
2024
Q3 | $41.5M | Buy |
240,856
+216,940
| +907% | +$37.4M | 0.27% | 51 |
|
|
2024
Q2 | $38.4M | Buy |
23,916
+10,603
| +80% | +$17M | 0.27% | 50 |
|
|
2024
Q1 | $17.6M | Buy |
13,313
+1,290
| +11% | +$1.71M | 0.16% | 104 |
|
|
2023
Q4 | $13.4M | Sell |
12,023
-3,243
| -21% | -$3.62M | 0.13% | 122 |
|
|
2023
Q3 | $12.7M | Buy |
15,266
+764
| +5% | +$635K | 0.14% | 113 |
|
|
2023
Q2 | $12.6M | Buy |
14,502
+601
| +4% | +$521K | 0.14% | 117 |
|
|
2023
Q1 | $8.92M | Buy |
13,901
+3,055
| +28% | +$1.96M | 0.11% | 146 |
|
|
2022
Q4 | $6.06M | Buy |
10,846
+68
| +0.6% | +$38K | 0.08% | 190 |
|
|
2022
Q3 | $4.79M | Buy |
10,778
+4,670
| +76% | +$2.07M | 0.07% | 206 |
|
|
2022
Q2 | $2.97M | Sell |
6,108
-2,546
| -29% | -$1.24M | 0.04% | 298 |
|
|
2022
Q1 | $5.46M | Buy |
8,654
+4,008
| +86% | +$2.53M | 0.08% | 189 |
|
|
2021
Q4 | $3.1M | Sell |
4,646
-147
| -3% | -$98K | 0.05% | 285 |
|
|
2021
Q3 | $2.32M | Sell |
4,793
-149
| -3% | -$72K | 0.04% | 312 |
|
|
2021
Q2 | $2.36M | Buy |
4,942
+361
| +8% | +$172K | 0.04% | 299 |
|
|
2021
Q1 | $2.12M | Sell |
4,581
-98
| -2% | -$45.4K | 0.05% | 279 |
|
|
2020
Q4 | $2.05M | Sell |
4,679
-2,428
| -34% | -$1.06M | 0.05% | 267 |
|
|
2020
Q3 | $2.59M | Buy |
7,107
+2,399
| +51% | +$875K | 0.04% | 314 |
|
|
2020
Q2 | $1.49M | Sell |
4,708
-1,733
| -27% | -$547K | 0.04% | 274 |
|
|
2020
Q1 | $1.53M | Buy |
6,441
+52
| +0.8% | +$12.3K | 0.05% | 232 |
|
|
2019
Q4 | $2.02M | Buy |
6,389
+1,953
| +44% | +$618K | 0.05% | 208 |
|
|
2019
Q3 | $1.23M | Buy |
4,436
+662
| +18% | +$183K | 0.05% | 183 |
|
|
2019
Q2 | $1.09M | Buy |
3,774
+272
| +8% | +$78.3K | 0.05% | 183 |
|
|
2019
Q1 | $1.05M | Buy |
3,502
+807
| +30% | +$243K | 0.06% | 169 |
|
|
2018
Q4 | $686K | Buy |
+2,695
| New | +$686K | 0.12% | 177 |
|