Harrell Investment Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.2M | Buy |
105,902
+12,462
| +13% | +$3.44M | 7.4% | 1 |
|
|
2025
Q1 | $15.6M | Buy |
93,440
+2,841
| +3% | +$476K | 4.64% | 2 |
|
|
2024
Q4 | $21M | Sell |
90,599
-6,424
| -7% | -$1.49M | 5.87% | 2 |
|
|
2024
Q3 | $16.7M | Sell |
97,023
-6,327
| -6% | -$1.09M | 4.74% | 2 |
|
|
2024
Q2 | $16.6M | Sell |
103,350
-7,820
| -7% | -$1.26M | 4.82% | 3 |
|
|
2024
Q1 | $14.7M | Sell |
111,170
-2,560
| -2% | -$339K | 4.37% | 3 |
|
|
2023
Q4 | $12.7M | Buy |
113,730
+1,010
| +0.9% | +$113K | 3.95% | 3 |
|
|
2023
Q3 | $9.41M | Sell |
112,720
-20,040
| -15% | -$1.67M | 3.21% | 6 |
|
|
2023
Q2 | $11.5M | Sell |
132,760
-12,600
| -9% | -$1.09M | 3.91% | 4 |
|
|
2023
Q1 | $9.21M | Buy |
145,360
+5,770
| +4% | +$366K | 3.28% | 7 |
|
|
2022
Q4 | $7.8M | Buy |
139,590
+3,160
| +2% | +$177K | 3.07% | 7 |
|
|
2022
Q3 | $6.06M | Buy |
136,430
+38,470
| +39% | +$1.71M | 2.53% | 8 |
|
|
2022
Q2 | $4.76M | Buy |
97,960
+14,920
| +18% | +$725K | 1.94% | 12 |
|
|
2022
Q1 | $5.23M | Buy |
83,040
+20,810
| +33% | +$1.31M | 1.85% | 18 |
|
|
2021
Q4 | $4.14M | Buy |
62,230
+330
| +0.5% | +$22K | 1.27% | 22 |
|
|
2021
Q3 | $3M | Buy |
61,900
+3,470
| +6% | +$168K | 0.97% | 36 |
|
|
2021
Q2 | $2.79M | Buy |
58,430
+60
| +0.1% | +$2.86K | 0.9% | 43 |
|
|
2021
Q1 | $2.71M | Buy |
58,370
+3,780
| +7% | +$175K | 0.96% | 39 |
|
|
2020
Q4 | $2.39M | Sell |
54,590
-480
| -0.9% | -$21K | 0.92% | 39 |
|
|
2020
Q3 | $2.01M | Buy |
55,070
+1,950
| +4% | +$71K | 0.87% | 46 |
|
|
2020
Q2 | $1.68M | Buy |
53,120
+2,240
| +4% | +$70.7K | 0.85% | 41 |
|
|
2020
Q1 | $1.21M | Buy |
50,880
+5,280
| +12% | +$125K | 0.66% | 53 |
|
|
2019
Q4 | $1.44M | Buy |
+45,600
| New | +$1.44M | 0.66% | 54 |
|