EP
Edgestream Partners’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $489K | Sell |
1,774
-14,834
| -89% | -$4.09M | 0.01% | 732 |
|
|
2025
Q1 | $2.78M | Buy |
16,608
+7,803
| +89% | +$1.31M | 0.09% | 401 |
|
|
2024
Q4 | $2.04M | Sell |
8,805
-5,242
| -37% | -$1.22M | 0.09% | 393 |
|
|
2024
Q3 | $2.42M | Buy |
14,047
+13,505
| +2,492% | +$2.33M | 0.11% | 345 |
|
|
2024
Q2 | $870K | Sell |
542
-96
| -15% | -$154K | 0.04% | 553 |
|
|
2024
Q1 | $846K | Sell |
638
-1,712
| -73% | -$2.27M | 0.04% | 537 |
|
|
2023
Q4 | $2.62M | Buy |
2,350
+339
| +17% | +$378K | 0.19% | 173 |
|
|
2023
Q3 | $1.67M | Buy |
2,011
+410
| +26% | +$341K | 0.13% | 247 |
|
|
2023
Q2 | $1.39M | Sell |
1,601
-3,214
| -67% | -$2.79M | 0.13% | 289 |
|
|
2023
Q1 | $3.09M | Buy |
4,815
+1,841
| +62% | +$1.18M | 0.34% | 66 |
|
|
2022
Q4 | $1.66M | Buy |
2,974
+1,550
| +109% | +$867K | 0.19% | 181 |
|
|
2022
Q3 | $632K | Sell |
1,424
-7,750
| -84% | -$3.44M | 0.05% | 328 |
|
|
2022
Q2 | $4.46M | Buy |
9,174
+6,034
| +192% | +$2.93M | 0.35% | 84 |
|
|
2022
Q1 | $1.98M | Sell |
3,140
-13,127
| -81% | -$8.26M | 0.16% | 216 |
|
|
2021
Q4 | $10.8M | Buy |
16,267
+14,316
| +734% | +$9.53M | 0.67% | 24 |
|
|
2021
Q3 | $946K | Sell |
1,951
-2,783
| -59% | -$1.35M | 0.06% | 324 |
|
|
2021
Q2 | $2.26M | Buy |
+4,734
| New | +$2.26M | 0.13% | 208 |
|
|
2021
Q1 | – | Sell |
-1,975
| Closed | -$865K | – | 377 |
|
|
2020
Q4 | $865K | Buy |
+1,975
| New | +$865K | 0.04% | 301 |
|
|
2020
Q3 | – | Sell |
-49,384
| Closed | -$15.6M | – | 286 |
|
|
2020
Q2 | $15.6M | Buy |
49,384
+13,550
| +38% | +$4.28M | 0.82% | 34 |
|
|
2020
Q1 | $8.5M | Buy |
35,834
+8,930
| +33% | +$2.12M | 0.79% | 35 |
|
|
2019
Q4 | $8.5M | Buy |
+26,904
| New | +$8.5M | 0.44% | 68 |
|