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 |
|