BCI
Brinker Capital Investments’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.9M | Buy |
268,161
+34,181
| +15% | +$9.42M | 0.63% | 21 |
|
|
2025
Q1 | $39.2M | Buy |
233,980
+23,123
| +11% | +$3.87M | 0.38% | 39 |
|
|
2024
Q4 | $48.9M | Buy |
210,857
+14,825
| +8% | +$3.44M | 0.49% | 34 |
|
|
2024
Q3 | $33.8M | Buy |
196,032
+178,433
| +1,014% | +$30.8M | 0.34% | 49 |
|
|
2024
Q2 | $28.3M | Buy |
17,599
+43
| +0.2% | +$69K | 0.3% | 57 |
|
|
2024
Q1 | $23.3M | Buy |
17,556
+279
| +2% | +$370K | 0.25% | 75 |
|
|
2023
Q4 | $18.6M | Buy |
17,277
+646
| +4% | +$694K | 0.22% | 95 |
|
|
2023
Q3 | $13.8M | Sell |
16,631
-4,442
| -21% | -$3.69M | 0.17% | 128 |
|
|
2023
Q2 | $18.3M | Sell |
21,073
-11,284
| -35% | -$9.79M | 0.19% | 96 |
|
|
2023
Q1 | $20.8M | Buy |
32,357
+6,661
| +26% | +$4.27M | 0.26% | 75 |
|
|
2022
Q4 | $14.4M | Sell |
25,696
-2,277
| -8% | -$1.27M | 0.29% | 81 |
|
|
2022
Q3 | $12.4M | Sell |
27,973
-399
| -1% | -$177K | 0.26% | 84 |
|
|
2022
Q2 | $13.8M | Sell |
28,372
-2,220
| -7% | -$1.08M | 0.26% | 84 |
|
|
2022
Q1 | $19.3M | Sell |
30,592
-558
| -2% | -$351K | 0.3% | 69 |
|
|
2021
Q4 | $20.7M | Sell |
31,150
-1,590
| -5% | -$1.06M | 0.3% | 68 |
|
|
2021
Q3 | $15.6M | Hold |
32,740
| – | – | 0.25% | 88 |
|
|
2021
Q2 | $15.6M | Buy |
32,740
+3,950
| +14% | +$1.88M | 0.21% | 114 |
|
|
2021
Q1 | $13.3M | Sell |
28,790
-1,775
| -6% | -$823K | 0.2% | 121 |
|
|
2020
Q4 | $13.4M | Sell |
30,565
-1,409
| -4% | -$617K | 0.21% | 93 |
|
|
2020
Q3 | $11.6M | Buy |
+31,974
| New | +$11.6M | 0.2% | 115 |
|
|
2020
Q1 | – | Sell |
-2,930
| Closed | -$926K | – | 337 |
|
|
2019
Q4 | $926K | Sell |
2,930
-241
| -8% | -$76.2K | 0.03% | 233 |
|
|
2019
Q3 | $876K | Sell |
3,171
-2,067
| -39% | -$571K | 0.03% | 245 |
|
|
2019
Q2 | $1.51M | Buy |
5,238
+389
| +8% | +$112K | 0.05% | 225 |
|
|
2019
Q1 | $1.46M | Buy |
4,849
+4,591
| +1,779% | +$1.38M | 0.05% | 218 |
|
|
2018
Q4 | $66K | Buy |
258
+41
| +19% | +$10.5K | ﹤0.01% | 370 |
|
|
2018
Q3 | $54K | Buy |
217
+17
| +9% | +$4.23K | ﹤0.01% | 360 |
|
|
2018
Q2 | $49K | Hold |
200
| – | – | ﹤0.01% | 368 |
|
|
2018
Q1 | $47K | Buy |
+200
| New | +$47K | ﹤0.01% | 353 |
|
|
2017
Q4 | – | Sell |
-26
| Closed | -$6K | – | 512 |
|
|
2017
Q3 | $6K | Buy |
+26
| New | +$6K | ﹤0.01% | 465 |
|