Bailard’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.9M | Buy |
112,044
+46,326
| +70% | +$12.8M | 0.72% | 31 |
|
|
2025
Q1 | $11M | Buy |
65,718
+5,387
| +9% | +$902K | 0.28% | 81 |
|
|
2024
Q4 | $14M | Buy |
60,331
+3,764
| +7% | +$873K | 0.36% | 66 |
|
|
2024
Q3 | $9.76M | Buy |
56,567
+1,397
| +3% | +$241K | 0.25% | 90 |
|
|
2024
Q2 | $8.86M | Buy |
55,170
+6,420
| +13% | +$1.03M | 0.24% | 91 |
|
|
2024
Q1 | $6.46M | Sell |
48,750
-90
| -0.2% | -$11.9K | 0.18% | 118 |
|
|
2023
Q4 | $5.45M | Sell |
48,840
-60
| -0.1% | -$6.7K | 0.16% | 128 |
|
|
2023
Q3 | $4.06M | Sell |
48,900
-300
| -0.6% | -$24.9K | 0.13% | 138 |
|
|
2023
Q2 | $4.27M | Sell |
49,200
-220
| -0.4% | -$19.1K | 0.15% | 125 |
|
|
2023
Q1 | $3.17M | Sell |
49,420
-230
| -0.5% | -$14.8K | 0.11% | 151 |
|
|
2022
Q4 | $2.78M | Sell |
49,650
-2,970
| -6% | -$166K | 0.11% | 160 |
|
|
2022
Q3 | $2.34M | Buy |
52,620
+36,110
| +219% | +$1.6M | 0.1% | 169 |
|
|
2022
Q2 | $802K | Sell |
16,510
-500
| -3% | -$24.3K | 0.03% | 272 |
|
|
2022
Q1 | $1.07M | Buy |
17,010
+330
| +2% | +$20.8K | 0.04% | 257 |
|
|
2021
Q4 | $1.11M | Buy |
16,680
+3,960
| +31% | +$264K | 0.04% | 252 |
|
|
2021
Q3 | $617K | Buy |
12,720
+1,340
| +12% | +$65K | 0.02% | 368 |
|
|
2021
Q2 | $543K | Sell |
11,380
-4,730
| -29% | -$226K | 0.02% | 391 |
|
|
2021
Q1 | $747K | Buy |
16,110
+1,220
| +8% | +$56.6K | 0.03% | 302 |
|
|
2020
Q4 | $652K | Sell |
14,890
-26,360
| -64% | -$1.15M | 0.03% | 271 |
|
|
2020
Q3 | $1.5M | Sell |
41,250
-300
| -0.7% | -$10.9K | 0.08% | 171 |
|
|
2020
Q2 | $1.31M | Sell |
41,550
-660
| -2% | -$20.8K | 0.07% | 176 |
|
|
2020
Q1 | $1M | Sell |
42,210
-93,330
| -69% | -$2.21M | 0.07% | 167 |
|
|
2019
Q4 | $4.28M | Buy |
135,540
+1,940
| +1% | +$61.3K | 0.24% | 92 |
|
|
2019
Q3 | $3.69M | Hold |
133,600
| – | – | 0.22% | 94 |
|
|
2019
Q2 | $3.85M | Buy |
133,600
+11,000
| +9% | +$317K | 0.24% | 93 |
|
|
2019
Q1 | $3.69M | Buy |
122,600
+18,000
| +17% | +$541K | 0.23% | 97 |
|
|
2018
Q4 | $2.66M | Sell |
104,600
-3,100
| -3% | -$78.8K | 0.18% | 113 |
|
|
2018
Q3 | $2.66M | Sell |
107,700
-7,140
| -6% | -$176K | 0.16% | 136 |
|
|
2018
Q2 | $2.79M | Hold |
114,840
| – | – | 0.17% | 137 |
|
|
2018
Q1 | $2.71M | Buy |
114,840
+10,070
| +10% | +$237K | 0.17% | 140 |
|
|
2017
Q4 | $2.69M | Buy |
+104,770
| New | +$2.69M | 0.17% | 144 |
|