Gradient Investments’s Broadcom AVGO Stock Holding History

Gradient Investments’s Portfolio AVGO Stock Details AVGO Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$59.3M	Buy	215,202 +38,410	+22%	+$10.6M	1.08%	22
2025 Q1	$29.6M	Buy	176,792 +7,881	+5%	+$1.32M	0.6%	55
2024 Q4	$39.2M	Buy	168,911 +8,954	+6%	+$2.08M	0.79%	35
2024 Q3	$27.6M	Buy	159,957 +146,101	+1,054%	+$25.2M	0.58%	57
2024 Q2	$22.2M	Buy	13,856 +1,159	+9%	+$1.86M	0.5%	61
2024 Q1	$16.8M	Sell	12,697 -2,420	-16%	-$3.21M	0.39%	87
2023 Q4	$16.9M	Buy	15,117 +191	+1%	+$213K	0.41%	83
2023 Q3	$12.4M	Buy	14,926 +847	+6%	+$703K	0.33%	104
2023 Q2	$12.2M	Sell	14,079 -28,256	-67%	-$24.5M	0.31%	107
2023 Q1	$27.2M	Buy	42,335 +1,214	+3%	+$779K	0.74%	32
2022 Q4	$23M	Buy	41,121 +579	+1%	+$324K	0.72%	34
2022 Q3	$18M	Buy	40,542 +5,067	+14%	+$2.25M	0.55%	38
2022 Q2	$17.2M	Buy	35,475 +1,522	+4%	+$739K	0.5%	42
2022 Q1	$21.4M	Buy	33,953 +11,261	+50%	+$7.09M	0.55%	37
2021 Q4	$15.1M	Sell	22,692 -1,765	-7%	-$1.17M	0.38%	57
2021 Q3	$11.9M	Buy	24,457 +424	+2%	+$206K	0.33%	85
2021 Q2	$11.5M	Buy	24,033 +590	+3%	+$281K	0.34%	86
2021 Q1	$10.9M	Sell	23,443 -4,842	-17%	-$2.24M	0.35%	77
2020 Q4	$10.3M	Sell	28,285 -386	-1%	-$141K	0.44%	57
2020 Q3	$10.4M	Sell	28,671 -2,348	-8%	-$855K	0.44%	57
2020 Q2	$9.79M	Sell	31,019 -1,077	-3%	-$340K	0.45%	63
2020 Q1	$7.61M	Buy	32,096 +1,205	+4%	+$286K	0.41%	67
2019 Q4	$9.76M	Buy	30,891 +80	+0.3%	+$25.3K	0.43%	71
2019 Q3	$8.51M	Sell	30,811 -591	-2%	-$163K	0.42%	77
2019 Q2	$9.04M	Buy	31,402 +31,314	+35,584%	+$9.01M	0.46%	59
2019 Q1	$26K	Sell	88 -39,151	-100%	-$11.6M	﹤0.01%	411
2018 Q4	$9.98M	Sell	39,239 -577	-1%	-$147K	0.6%	22
2018 Q3	$9.82M	Buy	39,816 +4,820	+14%	+$1.19M	0.5%	40
2018 Q2	$8.49M	Buy	34,996 +1,876	+6%	+$455K	0.45%	58
2018 Q1	$7.81M	Buy	33,120 +33,085	+94,529%	+$7.8M	0.42%	72
2017 Q4	$9K	Buy	+35	New	+$9K	﹤0.01%	608