Gries Financial’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Buy |
7,948
+1,703
| +27% | +$469K | 0.4% | 53 |
|
|
2025
Q1 | $1.05M | Buy |
6,245
+181
| +3% | +$30.3K | 0.2% | 115 |
|
|
2024
Q4 | $1.41M | Buy |
6,064
+2,281
| +60% | +$529K | 0.25% | 97 |
|
|
2024
Q3 | $653K | Buy |
3,783
+233
| +7% | +$40.2K | 0.12% | 148 |
|
|
2024
Q2 | $570K | Sell |
3,550
-1,300
| -27% | -$209K | 0.12% | 141 |
|
|
2024
Q1 | $643K | Buy |
4,850
+980
| +25% | +$130K | 0.11% | 151 |
|
|
2023
Q4 | $432K | Buy |
3,870
+850
| +28% | +$94.9K | 0.09% | 139 |
|
|
2023
Q3 | $251K | Buy |
3,020
+620
| +26% | +$51.5K | 0.07% | 164 |
|
|
2023
Q2 | $208K | Buy |
+2,400
| New | +$208K | 0.06% | 153 |
|
|
2023
Q1 | – | Sell |
-3,710
| Closed | -$207K | – | 168 |
|
|
2022
Q4 | $207K | Buy |
+3,710
| New | +$207K | 0.07% | 147 |
|
|
2022
Q3 | – | Sell |
-4,360
| Closed | -$212K | – | 147 |
|
|
2022
Q2 | $212K | Buy |
4,360
+100
| +2% | +$4.86K | 0.1% | 117 |
|
|
2022
Q1 | $268K | Sell |
4,260
-280
| -6% | -$17.6K | 0.1% | 137 |
|
|
2021
Q4 | $302K | Buy |
4,540
+180
| +4% | +$12K | 0.12% | 135 |
|
|
2021
Q3 | $211K | Sell |
4,360
-220
| -5% | -$10.6K | 0.07% | 154 |
|
|
2021
Q2 | $223K | Buy |
+4,580
| New | +$223K | 0.07% | 157 |
|