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 |
|