GCA
Gradient Capital Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Buy |
12,704
+3,004
| +31% | +$828K | 1.03% | 33 |
|
|
2025
Q1 | $1.62M | Buy |
9,700
+340
| +4% | +$56.9K | 0.53% | 46 |
|
|
2024
Q4 | $2.17M | Sell |
9,360
-445
| -5% | -$103K | 0.7% | 37 |
|
|
2024
Q3 | $1.69M | Buy |
9,805
+8,730
| +812% | +$1.51M | 0.56% | 44 |
|
|
2024
Q2 | $1.73M | Buy |
1,075
+53
| +5% | +$85.1K | 0.62% | 40 |
|
|
2024
Q1 | $1.36M | Sell |
1,022
-19
| -2% | -$25.2K | 0.5% | 47 |
|
|
2023
Q4 | $1.16M | Buy |
1,041
+55
| +6% | +$61.4K | 0.44% | 50 |
|
|
2023
Q3 | $819K | Buy |
986
+11
| +1% | +$9.14K | 0.34% | 65 |
|
|
2023
Q2 | $846K | Buy |
975
+12
| +1% | +$10.4K | 0.34% | 65 |
|
|
2023
Q1 | $618K | Buy |
963
+5
| +0.5% | +$3.21K | 0.26% | 74 |
|
|
2022
Q4 | $535K | Buy |
958
+6
| +0.6% | +$3.35K | 0.24% | 74 |
|
|
2022
Q3 | $423K | Buy |
952
+6
| +0.6% | +$2.67K | 0.2% | 83 |
|
|
2022
Q2 | $460K | Buy |
946
+4
| +0.4% | +$1.95K | 0.22% | 83 |
|
|
2022
Q1 | $593K | Buy |
942
+20
| +2% | +$12.6K | 0.25% | 77 |
|
|
2021
Q4 | $614K | Buy |
922
+5
| +0.5% | +$3.33K | 0.26% | 73 |
|
|
2021
Q3 | $445K | Buy |
917
+5
| +0.5% | +$2.43K | 0.2% | 81 |
|
|
2021
Q2 | $435K | Buy |
912
+19
| +2% | +$9.06K | 0.2% | 82 |
|
|
2021
Q1 | $414K | Buy |
893
+6
| +0.7% | +$2.78K | 0.22% | 83 |
|
|
2020
Q4 | $388K | Buy |
887
+15
| +2% | +$6.56K | 0.22% | 77 |
|
|
2020
Q3 | $318K | Buy |
872
+40
| +5% | +$14.6K | 0.2% | 79 |
|
|
2020
Q2 | $263K | Buy |
+832
| New | +$263K | 0.18% | 84 |
|
|
2020
Q1 | – | Sell |
-816
| Closed | -$258K | – | 88 |
|
|
2019
Q4 | $258K | Sell |
816
-19
| -2% | -$6.01K | 0.18% | 83 |
|
|
2019
Q3 | $231K | Sell |
835
-62
| -7% | -$17.2K | 0.17% | 85 |
|
|
2019
Q2 | $258K | Buy |
897
+219
| +32% | +$63K | 0.2% | 80 |
|
|
2019
Q1 | $204K | Buy |
+678
| New | +$204K | 0.16% | 86 |
|