Beacon Pointe Advisors’s Broadcom AVGO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$69.8M Buy
253,328
+953
+0.4% +$263K 0.73% 25
2025
Q1
$42.3M Sell
252,375
-50,137
-17% -$8.39M 0.47% 40
2024
Q4
$70.1M Sell
302,512
-3,382
-1% -$784K 0.78% 25
2024
Q3
$52.8M Sell
305,894
-876
-0.3% -$151K 0.61% 35
2024
Q2
$49.3M Sell
306,770
-9,130
-3% -$1.47M 0.58% 36
2024
Q1
$41.9M Sell
315,900
-4,360
-1% -$578K 0.47% 42
2023
Q4
$35.8M Buy
320,260
+22,530
+8% +$2.52M 0.43% 44
2023
Q3
$24.7M Buy
297,730
+43,570
+17% +$3.62M 0.31% 77
2023
Q2
$22M Buy
254,160
+50,940
+25% +$4.42M 0.36% 62
2023
Q1
$13M Buy
203,220
+7,100
+4% +$456K 0.22% 105
2022
Q4
$11M Sell
196,120
-46,250
-19% -$2.59M 0.21% 110
2022
Q3
$10.8M Sell
242,370
-7,070
-3% -$314K 0.24% 97
2022
Q2
$12M Sell
249,440
-38,800
-13% -$1.87M 0.25% 94
2022
Q1
$18.2M Buy
288,240
+264,120
+1,095% +$16.6M 0.25% 95
2021
Q4
$1.61M Sell
24,120
-90,520
-79% -$6.02M 0.04% 290
2021
Q3
$5.56M Buy
114,640
+84,100
+275% +$4.08M 0.14% 158
2021
Q2
$1.46M Buy
30,540
+20,190
+195% +$963K 0.05% 273
2021
Q1
$481K Buy
10,350
+1,080
+12% +$50.2K 0.03% 305
2020
Q4
$405K Buy
9,270
+2,200
+31% +$96.1K 0.03% 309
2020
Q3
$258K Buy
7,070
+420
+6% +$15.3K 0.02% 322
2020
Q2
$209K Buy
+6,650
New +$209K 0.02% 364