Gratus Capital’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $16.9M | Sell |
105,070
-36,810
| -26% | -$5.91M | 0.68% | 43 |
|
|
2024
Q1 | $18.8M | Buy |
141,880
+8,430
| +6% | +$1.12M | 0.86% | 34 |
|
|
2023
Q4 | $14.9M | Sell |
133,450
-95,010
| -42% | -$10.6M | 0.84% | 36 |
|
|
2023
Q3 | $19M | Buy |
228,460
+3,780
| +2% | +$314K | 1.29% | 20 |
|
|
2023
Q2 | $19.5M | Sell |
224,680
-93,900
| -29% | -$8.15M | 1.33% | 17 |
|
|
2023
Q1 | $20.4M | Sell |
318,580
-4,020
| -1% | -$258K | 1.56% | 10 |
|
|
2022
Q4 | $18M | Buy |
322,600
+16,760
| +5% | +$937K | 1.48% | 18 |
|
|
2022
Q3 | $13.6M | Buy |
305,840
+34,760
| +13% | +$1.54M | 1.44% | 23 |
|
|
2022
Q2 | $13.2M | Buy |
271,080
+24,570
| +10% | +$1.19M | 1.48% | 26 |
|
|
2022
Q1 | $15.5M | Sell |
246,510
-105,690
| -30% | -$6.65M | 1.49% | 19 |
|
|
2021
Q4 | $23.4M | Buy |
352,200
+11,170
| +3% | +$743K | 2.17% | 9 |
|
|
2021
Q3 | $16.5M | Buy |
341,030
+12,700
| +4% | +$616K | 1.78% | 11 |
|
|
2021
Q2 | $15.7M | Buy |
328,330
+29,790
| +10% | +$1.42M | 1.74% | 11 |
|
|
2021
Q1 | $13.8M | Buy |
298,540
+24,090
| +9% | +$1.12M | 1.66% | 12 |
|
|
2020
Q4 | $12M | Buy |
274,450
+97,630
| +55% | +$4.27M | 1.61% | 13 |
|
|
2020
Q3 | $6.44M | Buy |
+176,820
| New | +$6.44M | 1.01% | 46 |
|