Financial Counselors Inc’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-537,123
| Closed | -$89.9M | – | 49 |
|
|
2025
Q1 | $89.9M | Sell |
537,123
-11,541
| -2% | -$1.93M | 1.36% | 12 |
|
|
2024
Q4 | $127M | Sell |
548,664
-3,519
| -0.6% | -$816K | 1.86% | 7 |
|
|
2024
Q3 | $95.3M | Buy |
552,183
+46,543
| +9% | +$8.03M | 1.41% | 9 |
|
|
2024
Q2 | $81.2M | Buy |
505,640
+770
| +0.2% | +$124K | 1.31% | 10 |
|
|
2024
Q1 | $66.9M | Sell |
504,870
-77,080
| -13% | -$10.2M | 1.13% | 13 |
|
|
2023
Q4 | $65M | Sell |
581,950
-2,440
| -0.4% | -$272K | 1.16% | 13 |
|
|
2023
Q3 | $48.5M | Buy |
584,390
+6,330
| +1% | +$526K | 0.97% | 23 |
|
|
2023
Q2 | $50.1M | Buy |
578,060
+9,350
| +2% | +$811K | 1.02% | 21 |
|
|
2023
Q1 | $36.5M | Sell |
568,710
-23,290
| -4% | -$1.49M | 0.79% | 36 |
|
|
2022
Q4 | $33.1M | Buy |
592,000
+4,000
| +0.7% | +$224K | 0.74% | 39 |
|
|
2022
Q3 | $26.1M | Sell |
588,000
-10,370
| -2% | -$460K | 0.64% | 45 |
|
|
2022
Q2 | $29.1M | Buy |
598,370
+11,890
| +2% | +$578K | 0.68% | 41 |
|
|
2022
Q1 | $36.9M | Buy |
586,480
+9,310
| +2% | +$586K | 0.76% | 35 |
|
|
2021
Q4 | $38.4M | Sell |
577,170
-28,740
| -5% | -$1.91M | 0.79% | 32 |
|
|
2021
Q3 | $29.4M | Buy |
605,910
+9,000
| +2% | +$436K | 0.63% | 47 |
|
|
2021
Q2 | $28.5M | Buy |
596,910
+21,940
| +4% | +$1.05M | 0.62% | 49 |
|
|
2021
Q1 | $26.7M | Buy |
574,970
+10,180
| +2% | +$472K | 0.62% | 48 |
|
|
2020
Q4 | $24.7M | Buy |
564,790
+20,970
| +4% | +$918K | 0.62% | 49 |
|
|
2020
Q3 | $19.8M | Buy |
543,820
+71,280
| +15% | +$2.6M | 0.58% | 53 |
|
|
2020
Q2 | $14.9M | Buy |
472,540
+19,870
| +4% | +$627K | 0.48% | 62 |
|
|
2020
Q1 | $10.7M | Buy |
452,670
+35,270
| +8% | +$836K | 0.48% | 64 |
|
|
2019
Q4 | $13.2M | Buy |
417,400
+7,890
| +2% | +$249K | 0.47% | 66 |
|
|
2019
Q3 | $11.3M | Buy |
409,510
+4,570
| +1% | +$126K | 0.44% | 72 |
|
|
2019
Q2 | $11.7M | Buy |
404,940
+14,230
| +4% | +$410K | 0.47% | 66 |
|
|
2019
Q1 | $11.7M | Buy |
390,710
+1,600
| +0.4% | +$48.1K | 0.5% | 65 |
|
|
2018
Q4 | $9.89M | Buy |
389,110
+2,440
| +0.6% | +$62K | 0.49% | 65 |
|
|
2018
Q3 | $9.54M | Buy |
386,670
+8,540
| +2% | +$211K | 0.42% | 82 |
|
|
2018
Q2 | $9.18M | Buy |
+378,130
| New | +$9.18M | 0.42% | 76 |
|
|
2018
Q1 | – | Sell |
-382,620
| Closed | -$9.83M | – | 490 |
|
|
2017
Q4 | $9.83M | Sell |
382,620
-28,320
| -7% | -$728K | 0.45% | 69 |
|
|
2017
Q3 | $9.97M | Sell |
410,940
-27,390
| -6% | -$664K | 0.49% | 69 |
|
|
2017
Q2 | $10.2M | Sell |
438,330
-28,390
| -6% | -$662K | 0.51% | 65 |
|
|
2017
Q1 | $10.2M | Sell |
466,720
-12,710
| -3% | -$278K | 0.52% | 60 |
|
|
2016
Q4 | $8.48M | Buy |
+479,430
| New | +$8.48M | 0.45% | 70 |
|
|
2016
Q2 | $6.89M | Buy |
443,430
+7,390
| +2% | +$115K | 0.41% | 82 |
|
|
2016
Q1 | $6.74M | Buy |
+436,040
| New | +$6.74M | 0.42% | 82 |
|
|
2015
Q4 | – | Sell |
-451,150
| Closed | -$5.64M | – | 446 |
|
|
2015
Q3 | $5.64M | Buy |
451,150
+400,980
| +799% | +$5.01M | 0.39% | 86 |
|
|
2015
Q2 | $667K | Buy |
50,170
+19,960
| +66% | +$265K | 0.04% | 291 |
|
|
2015
Q1 | $384K | Sell |
30,210
-5,440
| -15% | -$69.1K | 0.02% | 354 |
|
|
2014
Q4 | $359K | Buy |
35,650
+12,660
| +55% | +$127K | 0.02% | 345 |
|
|
2014
Q3 | $200K | Buy |
+22,990
| New | +$200K | 0.01% | 408 |
|