DIA
Dana Investment Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.7M | Sell |
169,317
-27,248
| -14% | -$7.51M | 1.54% | 7 |
|
|
2025
Q1 | $32.9M | Sell |
196,565
-40,972
| -17% | -$6.86M | 1.18% | 10 |
|
|
2024
Q4 | $55.1M | Sell |
237,537
-8,394
| -3% | -$1.95M | 1.82% | 6 |
|
|
2024
Q3 | $42.4M | Buy |
245,931
+220,181
| +855% | +$38M | 1.4% | 7 |
|
|
2024
Q2 | $41.3M | Sell |
25,750
-2,820
| -10% | -$4.53M | 1.4% | 7 |
|
|
2024
Q1 | $37.9M | Buy |
28,570
+6,380
| +29% | +$8.46M | 1.26% | 8 |
|
|
2023
Q4 | $24.8M | Sell |
22,190
-2,021
| -8% | -$2.26M | 1.2% | 16 |
|
|
2023
Q3 | $20.1M | Sell |
24,211
-4,094
| -14% | -$3.4M | 1.03% | 25 |
|
|
2023
Q2 | $24.6M | Sell |
28,305
-849
| -3% | -$736K | 1.21% | 19 |
|
|
2023
Q1 | $18.7M | Sell |
29,154
-530
| -2% | -$340K | 0.95% | 35 |
|
|
2022
Q4 | $16.6M | Buy |
29,684
+2,951
| +11% | +$1.65M | 0.87% | 41 |
|
|
2022
Q3 | $11.9M | Buy |
26,733
+22,681
| +560% | +$10.1M | 0.67% | 50 |
|
|
2022
Q2 | $1.97M | Buy |
4,052
+2,718
| +204% | +$1.32M | 0.1% | 143 |
|
|
2022
Q1 | $840K | Buy |
1,334
+242
| +22% | +$152K | 0.04% | 230 |
|
|
2021
Q4 | $727K | Buy |
1,092
+497
| +84% | +$331K | 0.03% | 239 |
|
|
2021
Q3 | $289K | Buy |
595
+44
| +8% | +$21.4K | 0.01% | 285 |
|
|
2021
Q2 | $263K | Sell |
551
-43
| -7% | -$20.5K | 0.01% | 295 |
|
|
2021
Q1 | $275K | Buy |
594
+98
| +20% | +$45.4K | 0.01% | 293 |
|
|
2020
Q4 | $217K | Buy |
+496
| New | +$217K | 0.01% | 287 |
|
|
2020
Q1 | – | Sell |
-864
| Closed | -$273K | – | 274 |
|
|
2019
Q4 | $273K | Sell |
864
-57
| -6% | -$18K | 0.01% | 267 |
|
|
2019
Q3 | $254K | Sell |
921
-65,798
| -99% | -$18.1M | 0.01% | 244 |
|
|
2019
Q2 | $19.2M | Sell |
66,719
-5,460
| -8% | -$1.57M | 0.95% | 40 |
|
|
2019
Q1 | $21.7M | Sell |
72,179
-4,680
| -6% | -$1.41M | 1.02% | 38 |
|
|
2018
Q4 | $19.5M | Buy |
+76,859
| New | +$19.5M | 0.99% | 39 |
|
|
2018
Q3 | – | Sell |
-48,274
| Closed | -$11.7M | – | 269 |
|
|
2018
Q2 | $11.7M | Buy |
48,274
+4,237
| +10% | +$1.03M | 0.51% | 62 |
|
|
2018
Q1 | $10.4M | Sell |
44,037
-89,791
| -67% | -$21.2M | 0.47% | 67 |
|
|
2017
Q4 | $34.4M | Sell |
133,828
-6,709
| -5% | -$1.72M | 1.5% | 18 |
|
|
2017
Q3 | $34.1M | Sell |
140,537
-12,669
| -8% | -$3.07M | 1.57% | 16 |
|
|
2017
Q2 | $35.7M | Sell |
153,206
-9,806
| -6% | -$2.29M | 1.68% | 8 |
|
|
2017
Q1 | $35.7M | Sell |
163,012
-20,015
| -11% | -$4.38M | 1.66% | 7 |
|
|
2016
Q4 | $32.4M | Buy |
183,027
+71,774
| +65% | +$12.7M | 1.52% | 9 |
|
|
2016
Q3 | $32.1M | Sell |
111,253
-36,718
| -25% | -$10.6M | 1.54% | 18 |
|
|
2016
Q2 | $23M | Buy |
+147,971
| New | +$23M | 1.02% | 41 |
|
|
2016
Q1 | – | Sell |
-244
| Closed | -$244 | – | 271 |
|
|
2015
Q4 | $244 | Sell |
244
-1,446
| -86% | -$1.45K | 0.01% | 264 |
|
|
2015
Q3 | $211K | Sell |
1,690
-21
| -1% | -$2.62K | 0.01% | 261 |
|
|
2015
Q2 | $227K | Buy |
1,711
+21
| +1% | +$2.79K | 0.01% | 254 |
|
|
2015
Q1 | $215K | Buy |
+1,690
| New | +$215K | 0.01% | 255 |
|
|
2014
Q3 | – | Sell |
-13,319
| Closed | -$960K | – | 257 |
|
|
2014
Q2 | $960K | Sell |
13,319
-2,290
| -15% | -$165K | 0.06% | 170 |
|
|
2014
Q1 | $1.01M | Sell |
15,609
-2,681
| -15% | -$173K | 0.06% | 150 |
|
|
2013
Q4 | $967K | Buy |
+18,290
| New | +$967K | 0.06% | 144 |
|