CAPTRUST Financial Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312M | Buy |
1,133,446
+71,459
| +7% | +$19.7M | 0.7% | 29 |
|
|
2025
Q1 | $178M | Sell |
1,061,987
-46,232
| -4% | -$7.74M | 0.45% | 43 |
|
|
2024
Q4 | $257M | Buy |
1,108,219
+82,529
| +8% | +$19.1M | 0.73% | 28 |
|
|
2024
Q3 | $177M | Buy |
1,025,690
+923,426
| +903% | +$159M | 0.52% | 35 |
|
|
2024
Q2 | $164M | Sell |
102,264
-397,292
| -80% | -$638M | 0.53% | 38 |
|
|
2024
Q1 | $135M | Buy |
499,556
+340,504
| +214% | +$91.8M | 0.49% | 43 |
|
|
2023
Q4 | $178M | Buy |
159,052
+690
| +0.4% | +$770K | 0.61% | 29 |
|
|
2023
Q3 | $132M | Sell |
158,362
-43,114
| -21% | -$35.8M | 0.5% | 39 |
|
|
2023
Q2 | $175M | Sell |
201,476
-3,461
| -2% | -$3M | 0.69% | 27 |
|
|
2023
Q1 | $131M | Sell |
204,937
-1,894
| -0.9% | -$1.22M | 0.58% | 34 |
|
|
2022
Q4 | $116M | Sell |
206,831
-14,216
| -6% | -$7.95M | 0.58% | 35 |
|
|
2022
Q3 | $98.1M | Buy |
221,047
+11,582
| +6% | +$5.14M | 0.57% | 34 |
|
|
2022
Q2 | $102M | Buy |
209,465
+24,040
| +13% | +$11.7M | 0.66% | 30 |
|
|
2022
Q1 | $117M | Buy |
185,425
+17,488
| +10% | +$11M | 0.76% | 22 |
|
|
2021
Q4 | $112M | Buy |
167,937
+8,903
| +6% | +$5.92M | 0.77% | 20 |
|
|
2021
Q3 | $77.1M | Buy |
159,034
+9,343
| +6% | +$4.53M | 0.64% | 27 |
|
|
2021
Q2 | $71.4M | Buy |
149,691
+1,683
| +1% | +$803K | 0.66% | 28 |
|
|
2021
Q1 | $68.6M | Buy |
148,008
+3,493
| +2% | +$1.62M | 0.74% | 18 |
|
|
2020
Q4 | $63.3M | Buy |
144,515
+19,936
| +16% | +$8.73M | 0.84% | 15 |
|
|
2020
Q3 | $45.9M | Buy |
124,579
+2,904
| +2% | +$1.07M | 0.76% | 22 |
|
|
2020
Q2 | $38.1M | Buy |
121,675
+117,614
| +2,896% | +$36.8M | 0.63% | 30 |
|
|
2020
Q1 | $908K | Sell |
4,061
-6,573
| -62% | -$1.47M | 0.02% | 437 |
|
|
2019
Q4 | $3.43M | Buy |
10,634
+9,821
| +1,208% | +$3.17M | 0.05% | 286 |
|
|
2019
Q3 | $227K | Buy |
813
+2
| +0.2% | +$558 | 0.01% | 543 |
|
|
2019
Q2 | $236K | Sell |
811
-796
| -50% | -$232K | 0.01% | 531 |
|
|
2019
Q1 | $483K | Buy |
1,607
+1,551
| +2,770% | +$466K | 0.02% | 370 |
|
|
2018
Q4 | $14K | Buy |
56
+6
| +12% | +$1.5K | ﹤0.01% | 1124 |
|
|
2018
Q3 | $12K | Sell |
50
-121
| -71% | -$29K | ﹤0.01% | 1165 |
|
|
2018
Q2 | $41K | Buy |
171
+80
| +88% | +$19.2K | ﹤0.01% | 722 |
|
|
2018
Q1 | $21K | Sell |
91
-68
| -43% | -$15.7K | ﹤0.01% | 813 |
|
|
2017
Q4 | $41K | Buy |
159
+110
| +224% | +$28.4K | ﹤0.01% | 625 |
|
|
2017
Q3 | $12K | Buy |
+49
| New | +$12K | ﹤0.01% | 416 |
|