Burney Company’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$47.9M Sell
173,597
-7,004
-4% -$1.93M 1.62% 8
2025
Q1
$30.2M Sell
180,601
-7,758
-4% -$1.3M 1.1% 15
2024
Q4
$43.7M Sell
188,359
-7,537
-4% -$1.75M 1.54% 7
2024
Q3
$33.8M Sell
195,896
-37,274
-16% -$6.43M 1.2% 12
2024
Q2
$37.4M Sell
233,170
-51,640
-18% -$8.29M 1.43% 5
2024
Q1
$37.7M Sell
284,810
-32,470
-10% -$4.3M 1.44% 7
2023
Q4
$35.4M Sell
317,280
-46,210
-13% -$5.16M 1.49% 4
2023
Q3
$30.2M Sell
363,490
-8,380
-2% -$696K 1.41% 4
2023
Q2
$32.3M Buy
371,870
+215,260
+137% +$18.7M 1.48% 4
2023
Q1
$10M Buy
156,610
+9,100
+6% +$584K 0.5% 52
2022
Q4
$8.25M Sell
147,510
-68,380
-32% -$3.82M 0.42% 59
2022
Q3
$9.59M Buy
215,890
+21,900
+11% +$972K 0.53% 52
2022
Q2
$9.42M Buy
193,990
+123,660
+176% +$6.01M 0.5% 51
2022
Q1
$4.43M Sell
70,330
-11,460
-14% -$722K 0.2% 137
2021
Q4
$5.44M Buy
81,790
+370
+0.5% +$24.6K 0.23% 124
2021
Q3
$3.95M Sell
81,420
-27,350
-25% -$1.33M 0.19% 148
2021
Q2
$5.19M Buy
108,770
+9,190
+9% +$438K 0.24% 126
2021
Q1
$4.62M Buy
99,580
+30,500
+44% +$1.41M 0.23% 130
2020
Q4
$3.03M Sell
69,080
-660
-0.9% -$28.9K 0.17% 165
2020
Q3
$2.54M Buy
69,740
+17,200
+33% +$627K 0.16% 183
2020
Q2
$1.66M Buy
52,540
+6,290
+14% +$198K 0.11% 216
2020
Q1
$1.1M Buy
46,250
+4,000
+9% +$94.9K 0.08% 222
2019
Q4
$1.34M Buy
42,250
+6,470
+18% +$204K 0.07% 238
2019
Q3
$988K Buy
35,780
+570
+2% +$15.7K 0.06% 259
2019
Q2
$1.01M Buy
+35,210
New +$1.01M 0.06% 264