Chicago Partners Investment Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.64M | Buy |
19,884
+2,824
| +17% | +$801K | 0.16% | 130 |
|
|
2025
Q1 | $3.49M | Buy |
17,060
+1,419
| +9% | +$291K | 0.12% | 159 |
|
|
2024
Q4 | $3.59M | Buy |
15,641
+1,396
| +10% | +$320K | 0.12% | 153 |
|
|
2024
Q3 | $2.47M | Sell |
14,245
-111,505
| -89% | -$19.3M | 0.09% | 188 |
|
|
2024
Q2 | $1.8M | Buy |
125,750
+113,380
| +917% | +$1.63M | 0.07% | 225 |
|
|
2024
Q1 | $1.55M | Buy |
12,370
+490
| +4% | +$61.2K | 0.07% | 243 |
|
|
2023
Q4 | $1.49M | Sell |
11,880
-1,000
| -8% | -$125K | 0.07% | 243 |
|
|
2023
Q3 | $1.11M | Buy |
12,880
+2,040
| +19% | +$176K | 0.06% | 269 |
|
|
2023
Q2 | $968K | Buy |
10,840
+250
| +2% | +$22.3K | 0.05% | 294 |
|
|
2023
Q1 | $672K | Buy |
10,590
+2,340
| +28% | +$148K | 0.04% | 325 |
|
|
2022
Q4 | $507K | Buy |
8,250
+770
| +10% | +$47.3K | 0.03% | 370 |
|
|
2022
Q3 | $356K | Buy |
7,480
+320
| +4% | +$15.2K | 0.03% | 407 |
|
|
2022
Q2 | $383K | Buy |
7,160
+500
| +8% | +$26.7K | 0.03% | 386 |
|
|
2022
Q1 | $380K | Buy |
6,660
+360
| +6% | +$20.5K | 0.03% | 373 |
|
|
2021
Q4 | $365K | Buy |
6,300
+60
| +1% | +$3.48K | 0.03% | 397 |
|
|
2021
Q3 | $347K | Buy |
6,240
+260
| +4% | +$14.5K | 0.02% | 416 |
|
|
2021
Q2 | $288K | Buy |
5,980
+270
| +5% | +$13K | 0.02% | 435 |
|
|
2021
Q1 | $269K | Buy |
5,710
+800
| +16% | +$37.7K | 0.02% | 428 |
|
|
2020
Q4 | $229K | Buy |
+4,910
| New | +$229K | 0.02% | 414 |
|
|
2018
Q4 | – | Sell |
-590
| Closed | -$12K | – | 358 |
|
|
2018
Q3 | $12K | Hold |
590
| – | – | ﹤0.01% | 772 |
|
|
2018
Q2 | $14K | Buy |
+590
| New | +$14K | ﹤0.01% | 729 |
|
|
2017
Q4 | – | Sell |
-120
| Closed | -$3K | – | 875 |
|
|
2017
Q3 | $3K | Buy |
+120
| New | +$3K | ﹤0.01% | 900 |
|