Cerity Partners’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794M | Buy |
2,879,439
+22,422
| +0.8% | +$6.18M | 1.42% | 11 |
|
|
2025
Q1 | $478M | Buy |
2,857,017
+948,087
| +50% | +$159M | 0.97% | 17 |
|
|
2024
Q4 | $425M | Sell |
1,908,930
-92,357
| -5% | -$20.5M | 0.92% | 18 |
|
|
2024
Q3 | $345M | Buy |
2,001,287
+1,826,908
| +1,048% | +$315M | 0.76% | 21 |
|
|
2024
Q2 | $280M | Sell |
174,379
-12,916
| -7% | -$20.7M | 0.74% | 22 |
|
|
2024
Q1 | $248M | Buy |
187,295
+30,549
| +19% | +$40.5M | 0.66% | 25 |
|
|
2023
Q4 | $175M | Buy |
156,746
+42,512
| +37% | +$47.5M | 0.57% | 33 |
|
|
2023
Q3 | $94.9M | Sell |
114,234
-30,552
| -21% | -$25.4M | 0.46% | 49 |
|
|
2023
Q2 | $126M | Buy |
144,786
+6,122
| +4% | +$5.31M | 0.49% | 41 |
|
|
2023
Q1 | $88M | Buy |
138,664
+2,400
| +2% | +$1.52M | 0.21% | 69 |
|
|
2022
Q4 | $76.7M | Buy |
136,264
+72,344
| +113% | +$40.7M | 0.49% | 44 |
|
|
2022
Q3 | $28.4M | Buy |
63,920
+2,052
| +3% | +$911K | 0.34% | 63 |
|
|
2022
Q2 | $30.1M | Buy |
61,868
+21,924
| +55% | +$10.7M | 0.33% | 62 |
|
|
2022
Q1 | $24.6M | Buy |
39,944
+661
| +2% | +$407K | 0.38% | 58 |
|
|
2021
Q4 | $25.6M | Buy |
39,283
+1,470
| +4% | +$959K | 0.39% | 55 |
|
|
2021
Q3 | $18.3M | Buy |
37,813
+3,615
| +11% | +$1.75M | 0.4% | 52 |
|
|
2021
Q2 | $16.3M | Buy |
34,198
+172
| +0.5% | +$82K | 0.36% | 58 |
|
|
2021
Q1 | $15.8M | Buy |
34,026
+24,462
| +256% | +$11.3M | 0.37% | 58 |
|
|
2020
Q4 | $4.19M | Sell |
9,564
-279
| -3% | -$122K | 0.13% | 134 |
|
|
2020
Q3 | $3.59M | Buy |
9,843
+7,576
| +334% | +$2.76M | 0.15% | 119 |
|
|
2020
Q2 | $715K | Buy |
2,267
+195
| +9% | +$61.5K | 0.04% | 238 |
|
|
2020
Q1 | $490K | Sell |
2,072
-122
| -6% | -$28.9K | 0.03% | 285 |
|
|
2019
Q4 | $693K | Sell |
2,194
-2,376
| -52% | -$750K | 0.04% | 286 |
|
|
2019
Q3 | $1.26M | Buy |
4,570
+2,062
| +82% | +$569K | 0.07% | 220 |
|
|
2019
Q2 | $722K | Sell |
2,508
-5,572
| -69% | -$1.6M | 0.05% | 271 |
|
|
2019
Q1 | $2.43M | Buy |
8,080
+1,821
| +29% | +$548K | 0.16% | 144 |
|
|
2018
Q4 | $1.59M | Sell |
6,259
-1,073
| -15% | -$273K | 0.11% | 175 |
|
|
2018
Q3 | $1.81M | Buy |
+7,332
| New | +$1.81M | 0.13% | 176 |
|
|
2018
Q1 | – | Sell |
-8,509
| Closed | -$2.19M | – | 528 |
|
|
2017
Q4 | $2.19M | Buy |
8,509
+643
| +8% | +$165K | 0.15% | 146 |
|
|
2017
Q3 | $1.91M | Buy |
+7,866
| New | +$1.91M | 0.14% | 164 |
|
|
2017
Q2 | – | Sell |
-6,995
| Closed | -$1.53M | – | 347 |
|
|
2017
Q1 | $1.53M | Buy |
+6,995
| New | +$1.53M | 0.13% | 147 |
|