Gladstone Institutional Advisory’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Buy |
55,256
+1,387
| +3% | +$382K | 0.63% | 32 |
|
|
2025
Q1 | $9.02M | Buy |
53,869
+3,922
| +8% | +$657K | 0.42% | 51 |
|
|
2024
Q4 | $11.6M | Sell |
49,947
-11,233
| -18% | -$2.6M | 0.54% | 37 |
|
|
2024
Q3 | $10.6M | Buy |
61,180
+4,470
| +8% | +$771K | 0.52% | 42 |
|
|
2024
Q2 | $9.11M | Sell |
56,710
-690
| -1% | -$111K | 0.47% | 44 |
|
|
2024
Q1 | $7.61M | Sell |
57,400
-16,230
| -22% | -$2.15M | 0.42% | 54 |
|
|
2023
Q4 | $8.22M | Buy |
73,630
+4,810
| +7% | +$537K | 0.46% | 48 |
|
|
2023
Q3 | $5.72M | Sell |
68,820
-5,730
| -8% | -$476K | 0.37% | 69 |
|
|
2023
Q2 | $6.47M | Sell |
74,550
-15,360
| -17% | -$1.33M | 0.39% | 59 |
|
|
2023
Q1 | $5.77M | Buy |
89,910
+6,830
| +8% | +$438K | 0.37% | 66 |
|
|
2022
Q4 | $4.65M | Buy |
83,080
+6,300
| +8% | +$352K | 0.33% | 81 |
|
|
2022
Q3 | $3.41M | Sell |
76,780
-7,180
| -9% | -$319K | 0.27% | 97 |
|
|
2022
Q2 | $4.08M | Buy |
83,960
+2,830
| +3% | +$137K | 0.32% | 75 |
|
|
2022
Q1 | $5.11M | Buy |
81,130
+38,500
| +90% | +$2.42M | 0.35% | 71 |
|
|
2021
Q4 | $2.84M | Buy |
42,630
+13,750
| +48% | +$915K | 0.22% | 124 |
|
|
2021
Q3 | $1.4M | Buy |
28,880
+21,450
| +289% | +$1.04M | 0.14% | 193 |
|
|
2021
Q2 | $354K | Buy |
7,430
+2,780
| +60% | +$132K | 0.04% | 365 |
|
|
2021
Q1 | $216K | Buy |
+4,650
| New | +$216K | 0.03% | 372 |
|
|
2020
Q2 | – | Sell |
-11,280
| Closed | -$267K | – | 246 |
|
|
2020
Q1 | $267K | Sell |
11,280
-1,770
| -14% | -$41.9K | 0.07% | 207 |
|
|
2019
Q4 | $412K | Buy |
13,050
+1,410
| +12% | +$44.5K | 0.1% | 158 |
|
|
2019
Q3 | $321K | Sell |
11,640
-1,380
| -11% | -$38.1K | 0.08% | 193 |
|
|
2019
Q2 | $375K | Buy |
+13,020
| New | +$375K | 0.11% | 179 |
|