Braun Stacey 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 | $66.8M | Sell |
242,446
-5,604
| -2% | -$1.54M | 2.42% | 6 |
|
|
2025
Q1 | $41.5M | Buy |
248,050
+2,646
| +1% | +$443K | 1.7% | 13 |
|
|
2024
Q4 | $56.9M | Sell |
245,404
-9,486
| -4% | -$2.2M | 2.12% | 8 |
|
|
2024
Q3 | $44M | Sell |
254,890
-2,542,810
| -91% | -$439M | 1.67% | 10 |
|
|
2024
Q2 | $44.9M | Buy |
2,797,700
+2,502,460
| +848% | +$40.2M | 1.74% | 9 |
|
|
2024
Q1 | $39.1M | Sell |
295,240
-25,000
| -8% | -$3.31M | 1.55% | 11 |
|
|
2023
Q4 | $35.7M | Sell |
320,240
-29,570
| -8% | -$3.3M | 1.6% | 10 |
|
|
2023
Q3 | $29.1M | Sell |
349,810
-18,960
| -5% | -$1.57M | 1.41% | 14 |
|
|
2023
Q2 | $32M | Sell |
368,770
-419,170
| -53% | -$36.4M | 1.49% | 10 |
|
|
2023
Q1 | $50.5M | Buy |
787,940
+439,670
| +126% | +$28.2M | 1.32% | 13 |
|
|
2022
Q4 | $19.5M | Sell |
348,270
-36,070
| -9% | -$2.02M | 1.11% | 36 |
|
|
2022
Q3 | $17.1M | Buy |
384,340
+89,780
| +30% | +$3.99M | 1.04% | 38 |
|
|
2022
Q2 | $14.3M | Buy |
+294,560
| New | +$14.3M | 0.82% | 57 |
|
|
2021
Q3 | – | Sell |
-26,470
| Closed | -$1.26M | – | 132 |
|
|
2021
Q2 | $1.26M | Hold |
26,470
| – | – | 0.05% | 115 |
|
|
2021
Q1 | $1.23M | Buy |
26,470
+10,000
| +61% | +$464K | 0.05% | 115 |
|
|
2020
Q4 | $721K | Buy |
+16,470
| New | +$721K | 0.03% | 112 |
|
|
2020
Q2 | – | Sell |
-13,950
| Closed | -$331K | – | 121 |
|
|
2020
Q1 | $331K | Sell |
13,950
-439,980
| -97% | -$10.4M | 0.03% | 116 |
|
|
2019
Q4 | $14.3M | Buy |
453,930
+54,410
| +14% | +$1.72M | 0.8% | 69 |
|
|
2019
Q3 | $11M | Buy |
399,520
+4,870
| +1% | +$134K | 0.7% | 85 |
|
|
2019
Q2 | $11.4M | Buy |
394,650
+180,020
| +84% | +$5.18M | 0.73% | 77 |
|
|
2019
Q1 | $6.45M | Buy |
214,630
+204,730
| +2,068% | +$6.16M | 0.43% | 96 |
|
|
2018
Q4 | $252K | Buy |
+9,900
| New | +$252K | 0.02% | 117 |
|
|
2015
Q3 | – | Sell |
-146,710
| Closed | -$1.95M | – | 154 |
|
|
2015
Q2 | $1.95M | Buy |
+146,710
| New | +$1.95M | 0.08% | 158 |
|