Equitable Holdings’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.2M | Buy |
98,622
+19,880
| +25% | +$5.48M | 0.22% | 96 |
|
|
2025
Q1 | $13.2M | Buy |
78,742
+12,246
| +18% | +$2.05M | 0.13% | 145 |
|
|
2024
Q4 | $15.4M | Buy |
66,496
+1,230
| +2% | +$285K | 0.15% | 124 |
|
|
2024
Q3 | $11.3M | Buy |
65,266
+21,386
| +49% | +$3.69M | 0.11% | 159 |
|
|
2024
Q2 | $7.05M | Buy |
43,880
+2,740
| +7% | +$440K | 0.07% | 209 |
|
|
2024
Q1 | $5.45M | Buy |
41,140
+510
| +1% | +$67.6K | 0.06% | 221 |
|
|
2023
Q4 | $4.54M | Buy |
40,630
+6,880
| +20% | +$768K | 0.06% | 239 |
|
|
2023
Q3 | $2.8M | Buy |
33,750
+2,880
| +9% | +$239K | 0.04% | 288 |
|
|
2023
Q2 | $2.68M | Buy |
30,870
+4,290
| +16% | +$372K | 0.04% | 290 |
|
|
2023
Q1 | $1.71M | Buy |
26,580
+2,700
| +11% | +$173K | 0.03% | 357 |
|
|
2022
Q4 | $1.34M | Sell |
23,880
-14,360
| -38% | -$803K | 0.02% | 378 |
|
|
2022
Q3 | $1.7M | Buy |
38,240
+1,730
| +5% | +$76.8K | 0.03% | 286 |
|
|
2022
Q2 | $1.77M | Sell |
36,510
-260
| -0.7% | -$12.6K | 0.03% | 278 |
|
|
2022
Q1 | $2.32M | Buy |
36,770
+2,760
| +8% | +$174K | 0.04% | 264 |
|
|
2021
Q4 | $2.26M | Buy |
34,010
+5,110
| +18% | +$340K | 0.04% | 260 |
|
|
2021
Q3 | $1.4M | Sell |
28,900
-1,620
| -5% | -$78.5K | 0.02% | 312 |
|
|
2021
Q2 | $1.46M | Sell |
30,520
-13,400
| -31% | -$639K | 0.03% | 307 |
|
|
2021
Q1 | $2.04M | Buy |
43,920
+340
| +0.8% | +$15.8K | 0.04% | 242 |
|
|
2020
Q4 | $1.91M | Buy |
43,580
+2,940
| +7% | +$129K | 0.04% | 235 |
|
|
2020
Q3 | $1.48M | Buy |
40,640
+5,310
| +15% | +$194K | 0.04% | 252 |
|
|
2020
Q2 | $1.12M | Buy |
35,330
+24,640
| +230% | +$778K | 0.03% | 287 |
|
|
2020
Q1 | $253K | Sell |
10,690
-12,650
| -54% | -$299K | 0.01% | 494 |
|
|
2019
Q4 | $738K | Buy |
+23,340
| New | +$738K | 0.02% | 338 |
|