BAM
Belpointe Asset Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.01M | Sell |
32,687
-2,564
| -7% | -$707K | 0.38% | 50 |
|
|
2025
Q1 | $5.9M | Buy |
35,251
+12,214
| +53% | +$2.05M | 0.31% | 57 |
|
|
2024
Q4 | $3.75M | Sell |
23,037
-13,152
| -36% | -$2.14M | 0.23% | 89 |
|
|
2024
Q3 | $6.24M | Buy |
36,189
+33,758
| +1,389% | +$5.82M | 0.37% | 49 |
|
|
2024
Q2 | $3.9M | Sell |
2,431
-164
| -6% | -$263K | 0.27% | 65 |
|
|
2024
Q1 | $3.44M | Buy |
2,595
+652
| +34% | +$864K | 0.26% | 75 |
|
|
2023
Q4 | $2.17M | Sell |
1,943
-120
| -6% | -$134K | 0.19% | 107 |
|
|
2023
Q3 | $1.71M | Sell |
2,063
-141
| -6% | -$117K | 0.18% | 116 |
|
|
2023
Q2 | $1.91M | Sell |
2,204
-8,360
| -79% | -$7.25M | 0.2% | 100 |
|
|
2023
Q1 | $6.78M | Buy |
10,564
+899
| +9% | +$577K | 0.37% | 41 |
|
|
2022
Q4 | $5.4M | Buy |
9,665
+147
| +2% | +$82.2K | 0.33% | 54 |
|
|
2022
Q3 | $4.23M | Buy |
9,518
+207
| +2% | +$91.9K | 0.29% | 66 |
|
|
2022
Q2 | $4.52M | Sell |
9,311
-310
| -3% | -$151K | 0.3% | 60 |
|
|
2022
Q1 | $6.06M | Buy |
9,621
+1,398
| +17% | +$880K | 0.37% | 45 |
|
|
2021
Q4 | $5.47M | Buy |
8,223
+118
| +1% | +$78.5K | 0.34% | 55 |
|
|
2021
Q3 | $3.93M | Buy |
8,105
+208
| +3% | +$101K | 0.27% | 74 |
|
|
2021
Q2 | $3.77M | Sell |
7,897
-241
| -3% | -$115K | 0.27% | 69 |
|
|
2021
Q1 | $3.77M | Sell |
8,138
-982
| -11% | -$455K | 0.32% | 58 |
|
|
2020
Q4 | $3.99M | Sell |
9,120
-1,188
| -12% | -$520K | 0.36% | 53 |
|
|
2020
Q3 | $3.76M | Buy |
10,308
+2,470
| +32% | +$900K | 0.42% | 44 |
|
|
2020
Q2 | $2.47M | Buy |
7,838
+1,354
| +21% | +$427K | 0.32% | 63 |
|
|
2020
Q1 | $1.54M | Buy |
6,484
+1,560
| +32% | +$370K | 0.27% | 79 |
|
|
2019
Q4 | $1.56M | Buy |
4,924
+509
| +12% | +$161K | 0.2% | 118 |
|
|
2019
Q3 | $1.22M | Buy |
4,415
+1,447
| +49% | +$400K | 0.2% | 119 |
|
|
2019
Q2 | $854K | Sell |
2,968
-350
| -11% | -$101K | 0.17% | 133 |
|
|
2019
Q1 | $997K | Buy |
3,318
+64
| +2% | +$19.2K | 0.19% | 85 |
|
|
2018
Q4 | $827K | Buy |
3,254
+2,386
| +275% | +$606K | 0.21% | 103 |
|
|
2018
Q3 | $214K | Sell |
868
-1,784
| -67% | -$440K | 0.03% | 432 |
|
|
2018
Q2 | $644K | Buy |
+2,652
| New | +$644K | 0.18% | 111 |
|
|
2018
Q1 | – | Sell |
-2,783
| Closed | -$715K | – | 353 |
|
|
2017
Q4 | $715K | Buy |
2,783
+63
| +2% | +$16.2K | 0.16% | 146 |
|
|
2017
Q3 | $660K | Buy |
+2,720
| New | +$660K | 0.15% | 140 |
|