Bleakley Financial Group’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$44.5M Buy
161,331
+4,211
+3% +$1.16M 1.13% 18
2025
Q1
$26.3M Buy
157,120
+13,682
+10% +$2.29M 0.84% 24
2024
Q4
$33.3M Buy
143,438
+3,564
+3% +$826K 1% 18
2024
Q3
$24.1M Sell
139,874
-5,506
-4% -$950K 0.74% 24
2024
Q2
$23.3M Sell
145,380
-1,650
-1% -$265K 0.67% 24
2024
Q1
$19.5M Buy
147,030
+1,380
+0.9% +$183K 0.56% 29
2023
Q4
$16.3M Buy
145,650
+4,480
+3% +$500K 0.52% 37
2023
Q3
$11.7M Sell
141,170
-8,790
-6% -$730K 0.41% 46
2023
Q2
$13M Sell
149,960
-2,590
-2% -$225K 0.41% 50
2023
Q1
$9.79M Buy
152,550
+19,580
+15% +$1.26M 0.33% 60
2022
Q4
$7.43M Buy
+132,970
New +$7.43M 0.27% 75