Greystone Financial Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4M | Sell |
63,024
-6,721
| -10% | -$1.85M | 2.86% | 6 |
|
|
2025
Q1 | $11.7M | Sell |
69,745
-11,717
| -14% | -$1.96M | 2.12% | 16 |
|
|
2024
Q4 | $18.9M | Sell |
81,462
-5,097
| -6% | -$1.18M | 3.29% | 7 |
|
|
2024
Q3 | $14.9M | Buy |
86,559
+11,379
| +15% | +$1.96M | 2.67% | 7 |
|
|
2024
Q2 | $12.1M | Sell |
75,180
-6,020
| -7% | -$966K | 2.36% | 11 |
|
|
2024
Q1 | $10.8M | Sell |
81,200
-12,230
| -13% | -$1.62M | 2.15% | 13 |
|
|
2023
Q4 | $10.4M | Sell |
93,430
-11,270
| -11% | -$1.26M | 2.41% | 10 |
|
|
2023
Q3 | $8.7M | Sell |
104,700
-9,060
| -8% | -$753K | 2.17% | 13 |
|
|
2023
Q2 | $9.87M | Sell |
113,760
-17,540
| -13% | -$1.52M | 2.29% | 8 |
|
|
2023
Q1 | $8.42M | Sell |
131,300
-26,360
| -17% | -$1.69M | 2.12% | 16 |
|
|
2022
Q4 | $8.82M | Buy |
157,660
+83,990
| +114% | +$4.7M | 2.59% | 11 |
|
|
2022
Q3 | $3.27M | Buy |
+73,670
| New | +$3.27M | 1.11% | 35 |
|
|
2022
Q1 | – | Sell |
-133,460
| Closed | -$8.88M | – | 82 |
|
|
2021
Q4 | $8.88M | Buy |
133,460
+23,640
| +22% | +$1.57M | 2.13% | 13 |
|
|
2021
Q3 | $5.33M | Sell |
109,820
-38,580
| -26% | -$1.87M | 1.58% | 36 |
|
|
2021
Q2 | $7.08M | Buy |
148,400
+730
| +0.5% | +$34.8K | 1.76% | 23 |
|
|
2021
Q1 | $6.5M | Sell |
147,670
-41,910
| -22% | -$1.84M | 1.63% | 38 |
|
|
2020
Q4 | $8.96M | Buy |
+189,580
| New | +$8.96M | 2.44% | 11 |
|