Beacon Investment Advisory Services’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.2M | Sell |
84,121
-8,155
| -9% | -$2.25M | 1.02% | 33 |
|
|
2025
Q1 | $15.4M | Sell |
92,276
-15,226
| -14% | -$2.55M | 0.72% | 48 |
|
|
2024
Q4 | $24.9M | Buy |
107,502
+942
| +0.9% | +$218K | 1.08% | 33 |
|
|
2024
Q3 | $18.4M | Sell |
106,560
-770
| -0.7% | -$133K | 0.76% | 45 |
|
|
2024
Q2 | $17.2M | Sell |
107,330
-4,430
| -4% | -$711K | 0.74% | 46 |
|
|
2024
Q1 | $14.8M | Sell |
111,760
-28,510
| -20% | -$3.78M | 0.64% | 50 |
|
|
2023
Q4 | $15.7M | Sell |
140,270
-65,670
| -32% | -$7.33M | 0.71% | 46 |
|
|
2023
Q3 | $17.1M | Sell |
205,940
-980
| -0.5% | -$81.4K | 0.84% | 41 |
|
|
2023
Q2 | $17.9M | Buy |
206,920
+22,610
| +12% | +$1.96M | 0.83% | 37 |
|
|
2023
Q1 | $11.8M | Buy |
184,310
+2,780
| +2% | +$178K | 0.57% | 51 |
|
|
2022
Q4 | $10.1M | Sell |
181,530
-70
| -0% | -$3.91K | 0.52% | 53 |
|
|
2022
Q3 | $8.06M | Sell |
181,600
-46,060
| -20% | -$2.05M | 0.44% | 62 |
|
|
2022
Q2 | $11.1M | Buy |
227,660
+3,300
| +1% | +$160K | 0.58% | 52 |
|
|
2022
Q1 | $14.1M | Buy |
224,360
+5,790
| +3% | +$365K | 0.6% | 52 |
|
|
2021
Q4 | $14.5M | Buy |
218,570
+2,450
| +1% | +$163K | 0.57% | 52 |
|
|
2021
Q3 | $10.5M | Buy |
216,120
+3,200
| +2% | +$155K | 0.43% | 61 |
|
|
2021
Q2 | $10.2M | Buy |
212,920
+8,260
| +4% | +$394K | 0.41% | 62 |
|
|
2021
Q1 | $9.49M | Buy |
204,660
+4,510
| +2% | +$209K | 0.41% | 63 |
|
|
2020
Q4 | $8.76M | Buy |
200,150
+5,370
| +3% | +$235K | 0.4% | 66 |
|
|
2020
Q3 | $7.1M | Buy |
194,780
+86,560
| +80% | +$3.15M | 0.37% | 69 |
|
|
2020
Q2 | $3.42M | Buy |
108,220
+7,790
| +8% | +$246K | 0.19% | 92 |
|
|
2020
Q1 | $2.38M | Buy |
100,430
+14,850
| +17% | +$352K | 0.17% | 100 |
|
|
2019
Q4 | $2.7M | Buy |
85,580
+1,610
| +2% | +$50.9K | 0.14% | 118 |
|
|
2019
Q3 | $2.32M | Buy |
+83,970
| New | +$2.32M | 0.23% | 85 |
|
|
2019
Q1 | – | Sell |
-23,870
| Closed | -$607K | – | 225 |
|
|
2018
Q4 | $607K | Buy |
23,870
+480
| +2% | +$12.2K | 0.07% | 143 |
|
|
2018
Q3 | $577K | Sell |
23,390
-760
| -3% | -$18.7K | 0.06% | 146 |
|
|
2018
Q2 | $586K | Buy |
24,150
+150
| +0.6% | +$3.64K | 0.06% | 142 |
|
|
2018
Q1 | $566K | Buy |
+24,000
| New | +$566K | 0.06% | 147 |
|