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