Genesee Capital Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.6M | Sell |
8,387
-1,645
| -16% | -$541K | 1.09% | 18 |
|
|
2025
Q4 | $3.47M | Sell |
10,032
-1,272
| -11% | -$455K | 1.4% | 14 |
|
|
2025
Q3 | $3.73M | Sell |
11,304
-15
| -0.1% | -$4.6K | 1.62% | 11 |
|
|
2025
Q2 | $3.12M | Sell |
11,319
-223
| -2% | -$48.4K | 1.4% | 18 |
|
|
2025
Q1 | $1.93M | Buy |
11,542
+179
| +2% | +$37.9K | 0.97% | 25 |
|
|
2024
Q4 | $2.63M | Sell |
11,363
-1,051
| -8% | -$194K | 1.23% | 17 |
|
|
2024
Q3 | $2.14M | Sell |
12,414
-9,136
| -42% | -$1.46M | 1.03% | 21 |
|
|
2024
Q2 | $3.46M | Sell |
21,550
-1,650
| -7% | -$231K | 1.7% | 13 |
|
|
2024
Q1 | $3.07M | Sell |
23,200
-780
| -3% | -$96.6K | 1.68% | 11 |
|
|
2023
Q4 | $2.68M | Buy |
23,980
+2,170
| +10% | +$205K | 1.65% | 15 |
|
|
2023
Q3 | $1.81M | Sell |
21,810
-1,260
| -5% | -$109K | 1.3% | 18 |
|
|
2023
Q2 | $2M | Sell |
23,070
-1,930
| -8% | -$138K | 1.36% | 16 |
|
|
2023
Q1 | $1.6M | Sell |
25,000
-290
| -1% | -$17.4K | 1.14% | 20 |
|
|
2022
Q4 | $1.41M | Buy |
25,290
+1,240
| +5% | +$62.2K | 1.05% | 29 |
|
|
2022
Q3 | $1.07M | Buy |
24,050
+200
| +0.8% | +$10.2K | 0.81% | 41 |
|
|
2022
Q2 | $1.16M | Buy |
23,850
+3,590
| +18% | +$202K | 0.81% | 41 |
|
|
2022
Q1 | $1.28M | Buy |
20,260
+950
| +5% | +$56.4K | 0.67% | 40 |
|
|
2021
Q4 | $1.28M | Buy |
19,310
+170
| +0.9% | +$9.56K | 0.61% | 44 |
|
|
2021
Q3 | $928K | Buy |
+19,140
| New | +$931K | 0.46% | 51 |
|
|
2021
Q2 | – | Sell |
-18,030
| Closed | -$836K | – | 51 |
|
|
2021
Q1 | $836K | Sell |
18,030
-1,610
| -8% | -$74.5K | 0.5% | 53 |
|
|
2020
Q4 | $859K | Buy |
+19,640
| New | +$766K | 0.56% | 47 |
|
Other funds holding AVGO
VCM
VPM
