Bragg Financial 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 | $36.1M | Sell |
130,926
-8,115
| -6% | -$2.24M | 1.29% | 11 |
|
2025
Q1 | $23.3M | Sell |
139,041
-7,780
| -5% | -$1.3M | 0.96% | 29 |
|
2024
Q4 | $34M | Sell |
146,821
-7,739
| -5% | -$1.79M | 1.38% | 10 |
|
2024
Q3 | $26.7M | Sell |
154,560
-2,870
| -2% | -$495K | 1.1% | 16 |
|
2024
Q2 | $25.3M | Sell |
157,430
-5,140
| -3% | -$825K | 1.13% | 16 |
|
2024
Q1 | $21.5M | Sell |
162,570
-4,530
| -3% | -$600K | 0.97% | 26 |
|
2023
Q4 | $18.7M | Sell |
167,100
-7,560
| -4% | -$844K | 0.89% | 31 |
|
2023
Q3 | $14.5M | Sell |
174,660
-3,830
| -2% | -$318K | 0.77% | 44 |
|
2023
Q2 | $15.5M | Buy |
178,490
+1,800
| +1% | +$156K | 0.85% | 33 |
|
2023
Q1 | $11.3M | Sell |
176,690
-1,680
| -0.9% | -$108K | 0.67% | 58 |
|
2022
Q4 | $9.97M | Buy |
178,370
+7,950
| +5% | +$445K | 0.61% | 65 |
|
2022
Q3 | $7.57M | Buy |
170,420
+6,030
| +4% | +$268K | 0.52% | 80 |
|
2022
Q2 | $7.99M | Buy |
164,390
+790
| +0.5% | +$38.4K | 0.53% | 78 |
|
2022
Q1 | $10.3M | Buy |
163,600
+7,740
| +5% | +$487K | 0.6% | 69 |
|
2021
Q4 | $7.56M | Hold |
155,860
| – | – | 0.48% | 82 |
|
2021
Q3 | $7.56M | Buy |
155,860
+5,730
| +4% | +$278K | 0.48% | 82 |
|
2021
Q2 | $7.16M | Buy |
150,130
+4,590
| +3% | +$219K | 0.46% | 89 |
|
2021
Q1 | $6.75M | Buy |
145,540
+5,090
| +4% | +$236K | 0.45% | 89 |
|
2020
Q4 | $6.15M | Buy |
140,450
+17,010
| +14% | +$745K | 0.54% | 71 |
|
2020
Q3 | $4.5M | Buy |
123,440
+12,420
| +11% | +$452K | 0.46% | 75 |
|
2020
Q2 | $3.5M | Buy |
111,020
+24,990
| +29% | +$789K | 0.39% | 90 |
|
2020
Q1 | $2.04M | Buy |
86,030
+31,680
| +58% | +$751K | 0.27% | 113 |
|
2019
Q4 | $1.72M | Buy |
54,350
+5,850
| +12% | +$185K | 0.19% | 138 |
|
2019
Q3 | $1.34M | Buy |
48,500
+9,730
| +25% | +$269K | 0.16% | 148 |
|
2019
Q2 | $1.12M | Buy |
38,770
+5,760
| +17% | +$166K | 0.14% | 155 |
|
2019
Q1 | $993K | Buy |
33,010
+2,000
| +6% | +$60.2K | 0.13% | 157 |
|
2018
Q4 | $789K | Sell |
31,010
-770
| -2% | -$19.6K | 0.12% | 162 |
|
2018
Q3 | $784K | Buy |
31,780
+5,060
| +19% | +$125K | 0.11% | 165 |
|
2018
Q2 | $648K | Buy |
+26,720
| New | +$648K | 0.09% | 174 |
|
2018
Q1 | – | Sell |
-9,450
| Closed | -$243K | – | 253 |
|
2017
Q4 | $243K | Buy |
+9,450
| New | +$243K | 0.03% | 245 |
|