Dean Investment Associates’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $940K | Hold |
3,410
| – | – | 0.14% | 178 |
|
|
2025
Q1 | $571K | Hold |
3,410
| – | – | 0.08% | 201 |
|
|
2024
Q4 | $791K | Hold |
3,410
| – | – | 0.11% | 193 |
|
|
2024
Q3 | $588K | Sell |
3,410
-320
| -9% | -$55.2K | 0.08% | 202 |
|
|
2024
Q2 | $599K | Hold |
3,730
| – | – | 0.09% | 200 |
|
|
2024
Q1 | $494K | Sell |
3,730
-270
| -7% | -$35.8K | 0.07% | 195 |
|
|
2023
Q4 | $447K | Sell |
4,000
-37,770
| -90% | -$4.22M | 0.06% | 195 |
|
|
2023
Q3 | $3.47M | Sell |
41,770
-150
| -0.4% | -$12.5K | 0.57% | 69 |
|
|
2023
Q2 | $3.64M | Sell |
41,920
-58,300
| -58% | -$5.06M | 0.59% | 59 |
|
|
2023
Q1 | $6.43M | Buy |
100,220
+23,720
| +31% | +$1.52M | 1.03% | 19 |
|
|
2022
Q4 | $4.28M | Buy |
76,500
+9,940
| +15% | +$556K | 0.73% | 51 |
|
|
2022
Q3 | $2.96M | Buy |
66,560
+22,960
| +53% | +$1.02M | 0.6% | 62 |
|
|
2022
Q2 | $2.12M | Buy |
43,600
+330
| +0.8% | +$16K | 0.41% | 92 |
|
|
2022
Q1 | $2.73M | Buy |
43,270
+860
| +2% | +$54.2K | 0.49% | 79 |
|
|
2021
Q4 | $2.82M | Buy |
42,410
+410
| +1% | +$27.3K | 0.5% | 78 |
|
|
2021
Q3 | $2.04M | Buy |
42,000
+1,220
| +3% | +$59.2K | 0.38% | 101 |
|
|
2021
Q2 | $1.95M | Buy |
+40,780
| New | +$1.95M | 0.36% | 114 |
|