Edge Capital Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $34.9M | Sell |
150,629
-1,843
| -1% | -$427K | 1.56% | 13 |
|
|
2024
Q3 | $26.3M | Sell |
152,472
-17,738
| -10% | -$3.06M | 1.17% | 19 |
|
|
2024
Q2 | $27.3M | Sell |
170,210
-2,690
| -2% | -$432K | 1.32% | 14 |
|
|
2024
Q1 | $22.9M | Sell |
172,900
-30,580
| -15% | -$4.05M | 1.14% | 20 |
|
|
2023
Q4 | $22.7M | Buy |
203,480
+580
| +0.3% | +$64.7K | 1.26% | 17 |
|
|
2023
Q3 | $16.9M | Sell |
202,900
-57,540
| -22% | -$4.78M | 1.09% | 19 |
|
|
2023
Q2 | $22.6M | Sell |
260,440
-42,110
| -14% | -$3.65M | 1.3% | 18 |
|
|
2023
Q1 | $19.4M | Buy |
302,550
+23,810
| +9% | +$1.53M | 1.2% | 18 |
|
|
2022
Q4 | $15.6M | Buy |
278,740
+23,670
| +9% | +$1.32M | 1.09% | 19 |
|
|
2022
Q3 | $11.3M | Buy |
255,070
+3,730
| +1% | +$166K | 0.93% | 20 |
|
|
2022
Q2 | $12.2M | Buy |
251,340
+5,470
| +2% | +$266K | 1.06% | 21 |
|
|
2022
Q1 | $15.5M | Buy |
245,870
+3,330
| +1% | +$210K | 1.06% | 18 |
|
|
2021
Q4 | $16.1M | Sell |
242,540
-6,730
| -3% | -$448K | 1.14% | 18 |
|
|
2021
Q3 | $12.1M | Sell |
249,270
-3,730
| -1% | -$181K | 0.96% | 22 |
|
|
2021
Q2 | $12.1M | Buy |
253,000
+23,620
| +10% | +$1.13M | 0.96% | 21 |
|
|
2021
Q1 | $10.6M | Sell |
229,380
-33,930
| -13% | -$1.57M | 0.89% | 24 |
|
|
2020
Q4 | $11.5M | Sell |
263,310
-33,870
| -11% | -$1.48M | 0.97% | 21 |
|
|
2020
Q3 | $10.8M | Buy |
297,180
+3,410
| +1% | +$124K | 1.08% | 19 |
|
|
2020
Q2 | $9.27M | Sell |
293,770
-51,880
| -15% | -$1.64M | 0.97% | 18 |
|
|
2020
Q1 | $8.2M | Buy |
345,650
+49,580
| +17% | +$1.18M | 0.98% | 20 |
|
|
2019
Q4 | $9.36M | Buy |
296,070
+2,190
| +0.7% | +$69.2K | 0.91% | 27 |
|
|
2019
Q3 | $8.11M | Buy |
293,880
+98,090
| +50% | +$2.71M | 0.82% | 33 |
|
|
2019
Q2 | $5.64M | Buy |
195,790
+174,940
| +839% | +$5.04M | 0.54% | 50 |
|
|
2019
Q1 | $627K | Buy |
20,850
+5,390
| +35% | +$162K | 0.06% | 154 |
|
|
2018
Q4 | $393K | Buy |
+15,460
| New | +$393K | 0.04% | 177 |
|