Cresset Asset Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.2M | Sell |
193,070
-74,925
| -28% | -$20.7M | 0.23% | 69 |
|
|
2025
Q1 | $44.9M | Sell |
267,995
-18,856
| -7% | -$3.16M | 0.22% | 71 |
|
|
2024
Q4 | $66.5M | Sell |
286,851
-235,061
| -45% | -$54.5M | 0.32% | 48 |
|
|
2024
Q3 | $90M | Buy |
521,912
+31,102
| +6% | +$5.37M | 0.35% | 43 |
|
|
2024
Q2 | $78.8M | Buy |
490,810
+82,090
| +20% | +$13.2M | 0.33% | 43 |
|
|
2024
Q1 | $54.2M | Buy |
408,720
+59,020
| +17% | +$7.82M | 0.26% | 51 |
|
|
2023
Q4 | $39M | Buy |
349,700
+51,660
| +17% | +$5.77M | 0.23% | 63 |
|
|
2023
Q3 | $24.8M | Buy |
298,040
+5,370
| +2% | +$446K | 0.1% | 88 |
|
|
2023
Q2 | $25.4M | Buy |
292,670
+205,690
| +236% | +$17.8M | 0.03% | 82 |
|
|
2023
Q1 | $5.58M | Sell |
86,980
-1,460
| -2% | -$93.7K | 0.11% | 118 |
|
|
2022
Q4 | $4.06M | Buy |
88,440
+4,190
| +5% | +$192K | 0.05% | 140 |
|
|
2022
Q3 | $3.74M | Buy |
84,250
+560
| +0.7% | +$24.9K | 0.05% | 150 |
|
|
2022
Q2 | $4.04M | Sell |
83,690
-8,760
| -9% | -$423K | 0.05% | 143 |
|
|
2022
Q1 | $5.82M | Sell |
92,450
-46,580
| -34% | -$2.93M | 0.06% | 115 |
|
|
2021
Q4 | $9.25M | Buy |
139,030
+70,940
| +104% | +$4.72M | 0.09% | 96 |
|
|
2021
Q3 | $3.3M | Buy |
68,090
+7,200
| +12% | +$349K | 0.04% | 156 |
|
|
2021
Q2 | $2.9M | Buy |
60,890
+7,130
| +13% | +$340K | 0.04% | 158 |
|
|
2021
Q1 | $2.49M | Buy |
53,760
+13,540
| +34% | +$628K | 0.04% | 149 |
|
|
2020
Q4 | $1.76M | Sell |
40,220
-540
| -1% | -$23.6K | 0.03% | 175 |
|
|
2020
Q3 | $1.49M | Buy |
40,760
+7,820
| +24% | +$285K | 0.03% | 186 |
|
|
2020
Q2 | $1.04M | Buy |
32,940
+4,840
| +17% | +$153K | 0.02% | 207 |
|
|
2020
Q1 | $666K | Sell |
28,100
-840
| -3% | -$19.9K | 0.02% | 241 |
|
|
2019
Q4 | $914K | Buy |
28,940
+6,480
| +29% | +$205K | 0.02% | 219 |
|
|
2019
Q3 | $626K | Buy |
22,460
+3,240
| +17% | +$90.3K | 0.02% | 233 |
|
|
2019
Q2 | $558K | Buy |
19,220
+370
| +2% | +$10.7K | 0.02% | 229 |
|
|
2019
Q1 | $567K | Buy |
18,850
+5,250
| +39% | +$158K | 0.02% | 167 |
|
|
2018
Q4 | $346K | Buy |
+13,600
| New | +$346K | 0.02% | 151 |
|