HBK Sorce Advisory’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.35M | Buy |
30,288
+1,267
| +4% | +$349K | 0.23% | 40 |
|
|
2025
Q1 | $4.86M | Buy |
29,021
+670
| +2% | +$112K | 0.14% | 67 |
|
|
2024
Q4 | $6.57M | Buy |
28,351
+2,507
| +10% | +$581K | 0.2% | 52 |
|
|
2024
Q3 | $4.46M | Sell |
25,844
-346
| -1% | -$59.7K | 0.14% | 70 |
|
|
2024
Q2 | $4.21M | Sell |
26,190
-570
| -2% | -$91.5K | 0.15% | 68 |
|
|
2024
Q1 | $3.55M | Buy |
26,760
+470
| +2% | +$62.3K | 0.13% | 84 |
|
|
2023
Q4 | $2.93M | Sell |
26,290
-570
| -2% | -$63.6K | 0.11% | 101 |
|
|
2023
Q3 | $2.23M | Sell |
26,860
-810
| -3% | -$67.3K | 0.1% | 124 |
|
|
2023
Q2 | $2.4M | Sell |
27,670
-180
| -0.6% | -$15.6K | 0.1% | 120 |
|
|
2023
Q1 | $1.79M | Sell |
27,850
-26,530
| -49% | -$1.7M | 0.08% | 142 |
|
|
2022
Q4 | $3.04M | Buy |
54,380
+30,340
| +126% | +$1.7M | 0.08% | 150 |
|
|
2022
Q3 | $1.07M | Buy |
24,040
+2,580
| +12% | +$115K | 0.07% | 166 |
|
|
2022
Q2 | $1.04M | Sell |
21,460
-1,950
| -8% | -$94.8K | 0.08% | 154 |
|
|
2022
Q1 | $1.47M | Sell |
23,410
-1,790
| -7% | -$113K | 0.08% | 162 |
|
|
2021
Q4 | $1.68M | Buy |
25,200
+130
| +0.5% | +$8.66K | 0.08% | 158 |
|
|
2021
Q3 | $1.22M | Buy |
25,070
+270
| +1% | +$13.1K | 0.07% | 183 |
|
|
2021
Q2 | $1.18M | Buy |
24,800
+2,060
| +9% | +$98.3K | 0.07% | 186 |
|
|
2021
Q1 | $1.05M | Sell |
22,740
-3,710
| -14% | -$172K | 0.06% | 183 |
|
|
2020
Q4 | $1.16M | Sell |
26,450
-2,870
| -10% | -$126K | 0.07% | 175 |
|
|
2020
Q3 | $1.07M | Sell |
29,320
-10,700
| -27% | -$390K | 0.08% | 167 |
|
|
2020
Q2 | $1.27M | Buy |
40,020
+3,090
| +8% | +$97.7K | 0.09% | 140 |
|
|
2020
Q1 | $876K | Buy |
36,930
+4,270
| +13% | +$101K | 0.09% | 149 |
|
|
2019
Q4 | $1.03M | Sell |
32,660
-320
| -1% | -$10.1K | 0.09% | 160 |
|
|
2019
Q3 | $912K | Buy |
32,980
+70
| +0.2% | +$1.94K | 0.09% | 165 |
|
|
2019
Q2 | $948K | Buy |
32,910
+1,540
| +5% | +$44.4K | 0.09% | 160 |
|
|
2019
Q1 | $944K | Buy |
31,370
+1,130
| +4% | +$34K | 0.09% | 163 |
|
|
2018
Q4 | $769K | Buy |
+30,240
| New | +$769K | 0.09% | 174 |
|
|
2018
Q3 | – | Sell |
-21,970
| Closed | -$533K | – | 402 |
|
|
2018
Q2 | $533K | Sell |
21,970
-2,430
| -10% | -$59K | 0.06% | 218 |
|
|
2018
Q1 | $575K | Buy |
24,400
+130
| +0.5% | +$3.06K | 0.07% | 190 |
|
|
2017
Q4 | $624K | Buy |
24,270
+9,750
| +67% | +$251K | 0.07% | 192 |
|
|
2017
Q3 | $353K | Buy |
14,520
+1,740
| +14% | +$42.3K | 0.05% | 228 |
|
|
2017
Q2 | $298K | Buy |
12,780
+80
| +0.6% | +$1.87K | 0.05% | 238 |
|
|
2017
Q1 | $279K | Sell |
12,700
-490
| -4% | -$10.8K | 0.05% | 128 |
|
|
2016
Q4 | $233K | Buy |
+13,190
| New | +$233K | 0.04% | 269 |
|