Birinyi Associates’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.94M | Sell |
17,924
-595
| -3% | -$164K | 1.45% | 18 |
|
|
2025
Q1 | $3.1M | Sell |
18,519
-3,998
| -18% | -$669K | 1% | 17 |
|
|
2024
Q4 | $5.22M | Buy |
22,517
+1
| +0% | +$232 | 1.44% | 17 |
|
|
2024
Q3 | $3.88M | Sell |
22,516
-14
| -0.1% | -$2.42K | 1.12% | 19 |
|
|
2024
Q2 | $3.62M | Buy |
22,530
+20
| +0.1% | +$3.21K | 1.08% | 19 |
|
|
2024
Q1 | $2.98M | Hold |
22,510
| – | – | 0.97% | 21 |
|
|
2023
Q4 | $2.51M | Sell |
22,510
-12,990
| -37% | -$1.45M | 0.89% | 21 |
|
|
2023
Q3 | $2.95M | Buy |
35,500
+5,500
| +18% | +$457K | 1.18% | 16 |
|
|
2023
Q2 | $2.6M | Buy |
30,000
+7,500
| +33% | +$651K | 0.95% | 17 |
|
|
2023
Q1 | $1.44M | Buy |
22,500
+9,000
| +67% | +$578K | 0.6% | 24 |
|
|
2022
Q4 | $755K | Sell |
13,500
-39,000
| -74% | -$2.18M | 0.36% | 36 |
|
|
2022
Q3 | $2.33M | Buy |
+52,500
| New | +$2.33M | 1.09% | 15 |
|
|
2022
Q2 | – | Sell |
-6,000
| Closed | -$378K | – | 58 |
|
|
2022
Q1 | $378K | Sell |
6,000
-25,000
| -81% | -$1.58M | 0.13% | 49 |
|
|
2021
Q4 | $2.06M | Sell |
31,000
-9,000
| -23% | -$599K | 0.65% | 26 |
|
|
2021
Q3 | $1.94M | Buy |
40,000
+1,000
| +3% | +$48.5K | 0.65% | 28 |
|
|
2021
Q2 | $1.86M | Buy |
39,000
+1,000
| +3% | +$47.7K | 0.65% | 27 |
|
|
2021
Q1 | $1.76M | Buy |
38,000
+12,500
| +49% | +$580K | 0.67% | 26 |
|
|
2020
Q4 | $1.12M | Hold |
25,500
| – | – | 0.41% | 32 |
|
|
2020
Q3 | $929K | Sell |
25,500
-13,500
| -35% | -$492K | 0.39% | 34 |
|
|
2020
Q2 | $1.23M | Buy |
39,000
+11,500
| +42% | +$363K | 0.61% | 30 |
|
|
2020
Q1 | $652K | Buy |
27,500
+5,700
| +26% | +$135K | 0.36% | 37 |
|
|
2019
Q4 | $689K | Sell |
21,800
-37,700
| -63% | -$1.19M | 0.29% | 48 |
|
|
2019
Q3 | $1.64M | Buy |
59,500
+47,000
| +376% | +$1.3M | 0.71% | 30 |
|
|
2019
Q2 | $360K | Sell |
12,500
-2,500
| -17% | -$72K | 0.15% | 65 |
|
|
2019
Q1 | $451K | Buy |
15,000
+5,000
| +50% | +$150K | 0.19% | 49 |
|
|
2018
Q4 | $254K | Sell |
10,000
-2,500
| -20% | -$63.5K | 0.13% | 68 |
|
|
2018
Q3 | $308K | Buy |
12,500
+2,500
| +25% | +$61.6K | 0.11% | 81 |
|
|
2018
Q2 | $243K | Sell |
10,000
-45,000
| -82% | -$1.09M | 0.1% | 85 |
|
|
2018
Q1 | $1.3M | Buy |
+55,000
| New | +$1.3M | 0.53% | 37 |
|