FDx Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.38M | Sell |
4,993
-1,115
| -18% | -$307K | 0.42% | 56 |
|
2025
Q1 | $1.02M | Sell |
6,108
-508
| -8% | -$85.1K | 0.33% | 58 |
|
2024
Q4 | $1.53M | Sell |
6,616
-1,158
| -15% | -$268K | 0.45% | 50 |
|
2024
Q3 | $1.34M | Buy |
7,774
+654
| +9% | +$113K | 0.37% | 59 |
|
2024
Q2 | $1.14M | Sell |
7,120
-51,140
| -88% | -$8.21M | 0.32% | 59 |
|
2024
Q1 | $7.72M | Sell |
58,260
-14,680
| -20% | -$1.95M | 1.17% | 13 |
|
2023
Q4 | $8.14M | Sell |
72,940
-34,580
| -32% | -$3.86M | 0.63% | 35 |
|
2023
Q3 | $8.93M | Sell |
107,520
-147,240
| -58% | -$12.2M | 0.74% | 24 |
|
2023
Q2 | $22.1M | Sell |
254,760
-86,220
| -25% | -$7.48M | 1.21% | 10 |
|
2023
Q1 | $19.1M | Hold |
340,980
| – | – | 0.83% | 27 |
|
2022
Q4 | $19.1M | Sell |
340,980
-1,060
| -0.3% | -$59.3K | 0.83% | 27 |
|
2022
Q3 | $15.2M | Buy |
342,040
+11,410
| +3% | +$507K | 0.68% | 33 |
|
2022
Q2 | $16.1M | Buy |
330,630
+15,720
| +5% | +$764K | 0.6% | 34 |
|
2022
Q1 | $19.8M | Sell |
314,910
-62,290
| -17% | -$3.92M | 0.67% | 29 |
|
2021
Q4 | $25.1M | Buy |
377,200
+15,990
| +4% | +$1.06M | 0.69% | 34 |
|
2021
Q3 | $17.5M | Buy |
361,210
+26,960
| +8% | +$1.31M | 0.56% | 40 |
|
2021
Q2 | $15.9M | Buy |
334,250
+44,880
| +16% | +$2.14M | 0.53% | 40 |
|
2021
Q1 | $13.4M | Buy |
289,370
+30,190
| +12% | +$1.4M | 0.51% | 44 |
|
2020
Q4 | $11.3M | Buy |
259,180
+13,750
| +6% | +$602K | 0.47% | 49 |
|
2020
Q3 | $8.94M | Buy |
245,430
+90,200
| +58% | +$3.29M | 0.42% | 55 |
|
2020
Q2 | $4.9M | Buy |
155,230
+27,090
| +21% | +$855K | 0.26% | 89 |
|
2020
Q1 | $3.04M | Buy |
128,140
+44,760
| +54% | +$1.06M | 0.2% | 101 |
|
2019
Q4 | $2.64M | Buy |
83,380
+10,120
| +14% | +$320K | 0.15% | 127 |
|
2019
Q3 | $2.02M | Sell |
73,260
-20,710
| -22% | -$572K | 0.14% | 130 |
|
2019
Q2 | $2.71M | Buy |
93,970
+8,370
| +10% | +$241K | 0.11% | 156 |
|
2019
Q1 | $2.57M | Buy |
85,600
+17,990
| +27% | +$541K | 0.1% | 148 |
|
2018
Q4 | $1.72M | Sell |
67,610
-5,170
| -7% | -$131K | 0.14% | 115 |
|
2018
Q3 | $1.8M | Sell |
72,780
-19,720
| -21% | -$487K | 0.07% | 220 |
|
2018
Q2 | $2.24M | Sell |
92,500
-17,420
| -16% | -$423K | 0.08% | 197 |
|
2018
Q1 | $2.59M | Sell |
109,920
-60,330
| -35% | -$1.42M | 0.08% | 226 |
|
2017
Q4 | $4.37M | Sell |
170,250
-17,240
| -9% | -$443K | 0.12% | 141 |
|
2017
Q3 | $4.55M | Sell |
187,490
-4,460
| -2% | -$108K | 0.12% | 134 |
|
2017
Q2 | $4.47M | Sell |
191,950
-610
| -0.3% | -$14.2K | 0.13% | 132 |
|
2017
Q1 | $4.22M | Sell |
192,560
-18,180
| -9% | -$398K | 0.13% | 145 |
|
2016
Q4 | $3.73M | Buy |
210,740
+16,360
| +8% | +$289K | 0.11% | 177 |
|
2016
Q3 | $3.35M | Buy |
194,380
+1,370
| +0.7% | +$23.6K | 0.14% | 122 |
|
2016
Q2 | $3M | Buy |
193,010
+46,250
| +32% | +$719K | 0.14% | 132 |
|
2016
Q1 | $2.27M | Buy |
146,760
+5,130
| +4% | +$79.2K | 0.1% | 174 |
|
2015
Q4 | $2.06M | Buy |
141,630
+46,500
| +49% | +$675K | 0.09% | 183 |
|
2015
Q3 | $1.19M | Sell |
95,130
-80,830
| -46% | -$1.01M | 0.1% | 204 |
|
2015
Q2 | $2.33M | Sell |
175,960
-2,040
| -1% | -$27.1K | 0.12% | 146 |
|
2015
Q1 | $2.27M | Buy |
178,000
+3,200
| +2% | +$40.8K | 0.05% | 300 |
|
2014
Q4 | $1.76M | Buy |
174,800
+68,790
| +65% | +$692K | 0.11% | 179 |
|
2014
Q3 | $922K | Buy |
106,010
+16,070
| +18% | +$140K | 0.06% | 351 |
|
2014
Q2 | $648K | Buy |
89,940
+19,910
| +28% | +$143K | 0.04% | 491 |
|
2014
Q1 | $451K | Buy |
+70,030
| New | +$451K | 0.04% | 468 |
|