Financial Advocates Investment Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Sell |
10,503
-9,463
| -47% | -$2.61M | 0.24% | 98 |
|
|
2025
Q1 | $3.34M | Buy |
19,966
+457
| +2% | +$76.5K | 0.23% | 96 |
|
|
2024
Q4 | $4.52M | Buy |
19,509
+1,788
| +10% | +$415K | 0.26% | 85 |
|
|
2024
Q3 | $3.06M | Buy |
17,721
+1,991
| +13% | +$343K | 0.17% | 125 |
|
|
2024
Q2 | $2.53M | Sell |
15,730
-6,270
| -29% | -$1.01M | 0.16% | 146 |
|
|
2024
Q1 | $2.92M | Buy |
22,000
+2,930
| +15% | +$388K | 0.17% | 134 |
|
|
2023
Q4 | $2.13M | Buy |
19,070
+1,180
| +7% | +$132K | 0.14% | 166 |
|
|
2023
Q3 | $1.49M | Buy |
17,890
+6,980
| +64% | +$580K | 0.11% | 208 |
|
|
2023
Q2 | $946K | Sell |
10,910
-1,160
| -10% | -$101K | 0.07% | 279 |
|
|
2023
Q1 | $774K | Buy |
12,070
+2,620
| +28% | +$168K | 0.06% | 329 |
|
|
2022
Q4 | $528K | Sell |
9,450
-2,980
| -24% | -$167K | 0.04% | 433 |
|
|
2022
Q3 | $413K | Sell |
12,430
-26,410
| -68% | -$878K | 0.03% | 453 |
|
|
2022
Q2 | $1.89M | Sell |
38,840
-5,240
| -12% | -$255K | 0.15% | 162 |
|
|
2022
Q1 | $2.78M | Buy |
44,080
+34,230
| +348% | +$2.16M | 0.18% | 129 |
|
|
2021
Q4 | $656K | Sell |
9,850
-1,310
| -12% | -$87.2K | 0.04% | 417 |
|
|
2021
Q3 | $541K | Sell |
11,160
-14,450
| -56% | -$700K | 0.04% | 460 |
|
|
2021
Q2 | $1.22M | Buy |
25,610
+880
| +4% | +$42K | 0.08% | 276 |
|
|
2021
Q1 | $1.15M | Buy |
24,730
+1,340
| +6% | +$62.2K | 0.08% | 275 |
|
|
2020
Q4 | $1.02M | Buy |
23,390
+1,270
| +6% | +$55.6K | 0.07% | 297 |
|
|
2020
Q3 | $806K | Sell |
22,120
-1,010
| -4% | -$36.8K | 0.07% | 279 |
|
|
2020
Q2 | $730K | Sell |
23,130
-1,230
| -5% | -$38.8K | 0.07% | 282 |
|
|
2020
Q1 | $578K | Buy |
24,360
+820
| +3% | +$19.5K | 0.08% | 252 |
|
|
2019
Q4 | $744K | Buy |
23,540
+590
| +3% | +$18.6K | 0.08% | 243 |
|
|
2019
Q3 | $634K | Buy |
22,950
+40
| +0.2% | +$1.11K | 0.07% | 256 |
|
|
2019
Q2 | $659K | Sell |
22,910
-90
| -0.4% | -$2.59K | 0.08% | 232 |
|
|
2019
Q1 | $692K | Sell |
23,000
-1,100
| -5% | -$33.1K | 0.09% | 222 |
|
|
2018
Q4 | $613K | Sell |
24,100
-2,400
| -9% | -$61K | 0.08% | 219 |
|
|
2018
Q3 | $654K | Buy |
26,500
+4,480
| +20% | +$111K | 0.07% | 243 |
|
|
2018
Q2 | $533K | Buy |
22,020
+1,870
| +9% | +$45.3K | 0.06% | 260 |
|
|
2018
Q1 | $475K | Buy |
+20,150
| New | +$475K | 0.06% | 261 |
|