GVAG
Great Valley Advisor Group’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.6M | Buy |
89,325
+1,552
| +2% | +$428K | 0.55% | 47 |
|
|
2025
Q1 | $14.7M | Buy |
87,773
+2,889
| +3% | +$484K | 0.32% | 83 |
|
|
2024
Q4 | $19.7M | Sell |
84,884
-8
| -0% | -$1.86K | 0.44% | 58 |
|
|
2024
Q3 | $14.6M | Buy |
84,892
+76,817
| +951% | +$13.3M | 0.36% | 74 |
|
|
2024
Q2 | $13M | Sell |
8,075
-141
| -2% | -$226K | 0.36% | 75 |
|
|
2024
Q1 | $10.9M | Sell |
8,216
-3,460
| -30% | -$4.59M | 0.33% | 80 |
|
|
2023
Q4 | $13M | Sell |
11,676
-1,128
| -9% | -$1.26M | 0.46% | 56 |
|
|
2023
Q3 | $10.6M | Buy |
12,804
+200
| +2% | +$166K | 0.44% | 60 |
|
|
2023
Q2 | $10.9M | Buy |
12,604
+526
| +4% | +$456K | 0.46% | 57 |
|
|
2023
Q1 | $7.75M | Buy |
12,078
+3,009
| +33% | +$1.93M | 0.36% | 73 |
|
|
2022
Q4 | $5.07M | Buy |
9,069
+730
| +9% | +$408K | 0.26% | 96 |
|
|
2022
Q3 | $3.7M | Buy |
8,339
+388
| +5% | +$172K | 0.21% | 123 |
|
|
2022
Q2 | $3.86M | Buy |
7,951
+2,423
| +44% | +$1.18M | 0.21% | 124 |
|
|
2022
Q1 | $3.64M | Buy |
5,528
+418
| +8% | +$275K | 0.21% | 121 |
|
|
2021
Q4 | $2.61M | Sell |
5,110
-40
| -0.8% | -$20.4K | 0.16% | 150 |
|
|
2021
Q3 | $2.5M | Buy |
5,150
+16
| +0.3% | +$7.76K | 0.17% | 145 |
|
|
2021
Q2 | $2.39M | Buy |
5,134
+50
| +1% | +$23.3K | 0.18% | 146 |
|
|
2021
Q1 | $2.36M | Buy |
5,084
+121
| +2% | +$56.1K | 0.23% | 109 |
|
|
2020
Q4 | $2.17M | Sell |
4,963
-42
| -0.8% | -$18.4K | 0.22% | 99 |
|
|
2020
Q3 | $1.82M | Buy |
5,005
+137
| +3% | +$49.9K | 0.22% | 102 |
|
|
2020
Q2 | $1.54M | Buy |
4,868
+285
| +6% | +$89.9K | 0.25% | 108 |
|
|
2020
Q1 | $1.09M | Sell |
4,583
-127
| -3% | -$30.1K | 0.29% | 108 |
|
|
2019
Q4 | $1.49M | Buy |
4,710
+165
| +4% | +$52.2K | 0.33% | 91 |
|
|
2019
Q3 | $1.26M | Buy |
4,545
+83
| +2% | +$22.9K | 0.3% | 99 |
|
|
2019
Q2 | $1.28M | Buy |
+4,462
| New | +$1.28M | 0.32% | 93 |
|