Bell Investment Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Buy |
1,608
+176
| +12% | +$48.5K | 0.08% | 81 |
|
|
2025
Q1 | $240K | Buy |
1,432
+6
| +0.4% | +$1.01K | 0.04% | 101 |
|
|
2024
Q4 | $331K | Buy |
1,426
+12
| +0.8% | +$2.78K | 0.06% | 82 |
|
|
2024
Q3 | $244K | Buy |
1,414
+14
| +1% | +$2.42K | 0.04% | 99 |
|
|
2024
Q2 | $225K | Buy |
1,400
+40
| +3% | +$6.42K | 0.04% | 99 |
|
|
2024
Q1 | $180K | Buy |
1,360
+20
| +1% | +$2.65K | 0.04% | 104 |
|
|
2023
Q4 | $150K | Buy |
1,340
+210
| +19% | +$23.4K | 0.03% | 108 |
|
|
2023
Q3 | $93.9K | Buy |
1,130
+90
| +9% | +$7.48K | 0.02% | 125 |
|
|
2023
Q2 | $90.2K | Buy |
1,040
+20
| +2% | +$1.74K | 0.02% | 119 |
|
|
2023
Q1 | $65.4K | Buy |
1,020
+30
| +3% | +$1.93K | 0.02% | 139 |
|
|
2022
Q4 | $55.4K | Sell |
990
-430
| -30% | -$24K | 0.01% | 155 |
|
|
2022
Q3 | $63K | Buy |
1,420
+30
| +2% | +$1.33K | 0.02% | 112 |
|
|
2022
Q2 | $68K | Buy |
+1,390
| New | +$68K | 0.02% | 107 |
|
|
2021
Q4 | $110K | Buy |
1,650
+40
| +2% | +$2.67K | 0.03% | 100 |
|
|
2021
Q3 | $78K | Buy |
+1,610
| New | +$78K | 0.02% | 108 |
|