Edmond de Rothschild Holding’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.4M | Sell |
139,386
-4,040
| -3% | -$1.11M | 0.61% | 43 |
|
|
2025
Q1 | $24M | Sell |
143,426
-30,131
| -17% | -$5.04M | 0.42% | 68 |
|
|
2024
Q4 | $40.2M | Sell |
173,557
-1,349
| -0.8% | -$313K | 0.69% | 34 |
|
|
2024
Q3 | $30.2M | Buy |
174,906
+149,276
| +582% | +$25.8M | 0.49% | 58 |
|
|
2024
Q2 | $4.11M | Buy |
25,630
+13,530
| +112% | +$2.17M | 0.07% | 172 |
|
|
2024
Q1 | $1.6M | Buy |
12,100
+50
| +0.4% | +$6.63K | 0.03% | 264 |
|
|
2023
Q4 | $1.35M | Buy |
12,050
+1,840
| +18% | +$205K | 0.02% | 280 |
|
|
2023
Q3 | $848K | Sell |
10,210
-2,370
| -19% | -$197K | 0.02% | 322 |
|
|
2023
Q2 | $1.09M | Sell |
12,580
-78,740
| -86% | -$6.83M | 0.02% | 319 |
|
|
2023
Q1 | $5.86M | Sell |
91,320
-17,320
| -16% | -$1.11M | 0.13% | 154 |
|
|
2022
Q4 | $6.07M | Buy |
108,640
+17,640
| +19% | +$986K | 0.14% | 144 |
|
|
2022
Q3 | $4.04M | Buy |
91,000
+8,030
| +10% | +$356K | 0.11% | 172 |
|
|
2022
Q2 | $4.03M | Buy |
82,970
+20,620
| +33% | +$1M | 0.1% | 178 |
|
|
2022
Q1 | $3.93M | Sell |
62,350
-40
| -0.1% | -$2.52K | 0.09% | 185 |
|
|
2021
Q4 | $4.15M | Buy |
62,390
+4,570
| +8% | +$304K | 0.09% | 192 |
|
|
2021
Q3 | $2.8M | Buy |
57,820
+34,490
| +148% | +$1.67M | 0.06% | 228 |
|
|
2021
Q2 | $1.11M | Sell |
23,330
-33,760
| -59% | -$1.61M | 0.03% | 347 |
|
|
2021
Q1 | $2.65M | Buy |
57,090
+20,180
| +55% | +$936K | 0.07% | 214 |
|
|
2020
Q4 | $1.62M | Buy |
36,910
+7,700
| +26% | +$337K | 0.05% | 247 |
|
|
2020
Q3 | $1.07M | Buy |
29,210
+17,740
| +155% | +$647K | 0.04% | 259 |
|
|
2020
Q2 | $362K | Buy |
11,470
+4,840
| +73% | +$153K | 0.01% | 304 |
|
|
2020
Q1 | $157K | Buy |
+6,630
| New | +$157K | 0.01% | 356 |
|
|
2019
Q1 | – | Sell |
-2,600
| Closed | -$66K | – | 606 |
|
|
2018
Q4 | $66K | Sell |
2,600
-3,910
| -60% | -$99.3K | ﹤0.01% | 495 |
|
|
2018
Q3 | $160K | Sell |
6,510
-101,270
| -94% | -$2.49M | ﹤0.01% | 463 |
|
|
2018
Q2 | $2.62M | Buy |
107,780
+105,180
| +4,045% | +$2.55M | 0.07% | 185 |
|
|
2018
Q1 | $61K | Sell |
2,600
-171,370
| -99% | -$4.02M | ﹤0.01% | 589 |
|
|
2017
Q4 | $4.47M | Sell |
173,970
-8,780
| -5% | -$226K | 0.13% | 136 |
|
|
2017
Q3 | $4.43M | Sell |
182,750
-11,990
| -6% | -$291K | 0.13% | 131 |
|
|
2017
Q2 | $4.54M | Sell |
194,740
-61,150
| -24% | -$1.42M | 0.13% | 138 |
|
|
2017
Q1 | $5.6M | Buy |
255,890
+18,080
| +8% | +$396K | 0.15% | 116 |
|
|
2016
Q4 | $4.2M | Buy |
237,810
+600
| +0.3% | +$10.6K | 0.12% | 136 |
|
|
2016
Q3 | $4.09M | Buy |
237,210
+206,430
| +671% | +$3.56M | 0.12% | 149 |
|
|
2016
Q2 | $478K | Sell |
30,780
-47,460
| -61% | -$737K | 0.02% | 376 |
|
|
2016
Q1 | $1.21M | Buy |
78,240
+77,490
| +10,332% | +$1.2M | 0.04% | 242 |
|
|
2015
Q4 | $11K | Hold |
750
| – | – | ﹤0.01% | 750 |
|
|
2015
Q3 | $9K | Hold |
750
| – | – | ﹤0.01% | 759 |
|
|
2015
Q2 | $10K | Buy |
+750
| New | +$10K | ﹤0.01% | 754 |
|