Capital Analysts LLC’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $25.3M | Buy |
91,643
+2,297
| +3% | +$633K | 0.84% | 22 |
|
2025
Q1 | $15M | Buy |
89,346
+1,421
| +2% | +$238K | 0.56% | 37 |
|
2024
Q4 | $20.4M | Sell |
87,925
-10,756
| -11% | -$2.49M | 0.82% | 23 |
|
2024
Q3 | $17M | Buy |
98,681
+1,311
| +1% | +$226K | 0.69% | 27 |
|
2024
Q2 | $15.6M | Buy |
97,370
+1,110
| +1% | +$178K | 0.69% | 29 |
|
2024
Q1 | $12.8M | Sell |
96,260
-53,070
| -36% | -$7.03M | 0.6% | 33 |
|
2023
Q4 | $16.7M | Sell |
149,330
-4,630
| -3% | -$517K | 0.84% | 23 |
|
2023
Q3 | $12.8M | Buy |
153,960
+130
| +0.1% | +$10.8K | 0.71% | 25 |
|
2023
Q2 | $13.3M | Buy |
153,830
+3,340
| +2% | +$290K | 0.74% | 21 |
|
2023
Q1 | $9.66M | Buy |
150,490
+1,320
| +0.9% | +$84.7K | 0.55% | 33 |
|
2022
Q4 | $8.34M | Buy |
149,170
+3,400
| +2% | +$190K | 0.51% | 36 |
|
2022
Q3 | $6.47M | Buy |
145,770
+8,250
| +6% | +$366K | 0.45% | 45 |
|
2022
Q2 | $6.68M | Buy |
137,520
+3,920
| +3% | +$190K | 0.46% | 41 |
|
2022
Q1 | $8.41M | Buy |
133,600
+3,040
| +2% | +$191K | 0.53% | 33 |
|
2021
Q4 | $8.69M | Sell |
130,560
-1,370
| -1% | -$91.2K | 0.53% | 31 |
|
2021
Q3 | $6.4M | Buy |
131,930
+2,120
| +2% | +$103K | 0.42% | 46 |
|
2021
Q2 | $6.19M | Buy |
129,810
+121,480
| +1,458% | +$5.79M | 0.42% | 48 |
|
2021
Q1 | $386K | Buy |
8,330
+2,530
| +44% | +$117K | 0.03% | 271 |
|
2020
Q4 | $254K | Sell |
5,800
-150
| -3% | -$6.57K | 0.02% | 226 |
|
2020
Q3 | $217K | Buy |
5,950
+30
| +0.5% | +$1.09K | 0.02% | 241 |
|
2020
Q2 | $187K | Buy |
5,920
+40
| +0.7% | +$1.26K | 0.02% | 223 |
|
2020
Q1 | $140K | Buy |
5,880
+40
| +0.7% | +$952 | 0.02% | 228 |
|
2019
Q4 | $185K | Buy |
5,840
+730
| +14% | +$23.1K | 0.02% | 241 |
|
2019
Q3 | $141K | Buy |
5,110
+1,340
| +36% | +$37K | 0.01% | 246 |
|
2019
Q2 | $108K | Sell |
3,770
-146,350
| -97% | -$4.19M | 0.01% | 265 |
|
2019
Q1 | $4.51M | Sell |
150,120
-1,170
| -0.8% | -$35.2K | 0.52% | 34 |
|
2018
Q4 | $3.85M | Buy |
151,290
+1,960
| +1% | +$49.8K | 0.51% | 42 |
|
2018
Q3 | $3.69M | Buy |
149,330
+7,310
| +5% | +$180K | 0.42% | 55 |
|
2018
Q2 | $3.45M | Buy |
142,020
+1,670
| +1% | +$40.5K | 0.41% | 58 |
|
2018
Q1 | $3.31M | Buy |
140,350
+4,670
| +3% | +$110K | 0.41% | 59 |
|
2017
Q4 | $3.49M | Sell |
135,680
-18,150
| -12% | -$466K | 0.44% | 54 |
|
2017
Q3 | $3.73M | Buy |
153,830
+5,720
| +4% | +$139K | 0.5% | 36 |
|
2017
Q2 | $3.45M | Buy |
148,110
+3,780
| +3% | +$88.1K | 0.49% | 31 |
|
2017
Q1 | $3.16M | Sell |
144,330
-1,130
| -0.8% | -$24.7K | 0.5% | 30 |
|
2016
Q4 | $2.57M | Buy |
145,460
+9,310
| +7% | +$165K | 0.45% | 63 |
|
2016
Q3 | $2.35M | Sell |
136,150
-8,050
| -6% | -$139K | 0.44% | 62 |
|
2016
Q2 | $2.24M | Buy |
144,200
+9,320
| +7% | +$145K | 0.45% | 64 |
|
2016
Q1 | $2.08M | Buy |
134,880
+9,700
| +8% | +$150K | 0.42% | 61 |
|
2015
Q4 | $1.82M | Sell |
125,180
-147,290
| -54% | -$2.14M | 0.37% | 75 |
|
2015
Q3 | $3.41M | Buy |
272,470
+142,670
| +110% | +$1.78M | 0.65% | 34 |
|
2015
Q2 | $1.73M | Buy |
129,800
+5,240
| +4% | +$69.7K | 0.35% | 69 |
|
2015
Q1 | $1.58M | Sell |
124,560
-24,540
| -16% | -$312K | 0.33% | 70 |
|
2014
Q4 | $1.5M | Buy |
+149,100
| New | +$1.5M | 0.33% | 73 |
|