HAG
HighPoint Advisor Group’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.2M | Buy |
102,346
+1,298
| +1% | +$358K | 1.5% | 10 |
|
|
2025
Q1 | $19.3M | Buy |
101,048
+5,849
| +6% | +$1.12M | 1.12% | 15 |
|
|
2024
Q4 | $22.3M | Buy |
95,199
+3,828
| +4% | +$898K | 1.21% | 13 |
|
|
2024
Q3 | $15.8M | Buy |
91,371
+16,699
| +22% | +$2.88M | 0.92% | 21 |
|
|
2024
Q2 | $10.7M | Buy |
74,672
+67,825
| +991% | +$9.73M | 0.64% | 28 |
|
|
2024
Q1 | $9.16M | Buy |
6,847
+144
| +2% | +$193K | 0.65% | 29 |
|
|
2023
Q4 | $9.06M | Buy |
+6,703
| New | +$9.06M | 0.65% | 28 |
|
|
2022
Q2 | $3.05M | Buy |
+6,317
| New | +$3.05M | 0.33% | 60 |
|
|
2021
Q3 | $2.98M | Sell |
6,144
-33
| -0.5% | -$16K | 0.29% | 70 |
|
|
2021
Q2 | $2.95M | Buy |
6,177
+1,158
| +23% | +$552K | 0.3% | 72 |
|
|
2021
Q1 | $2.43M | Buy |
5,019
+85
| +2% | +$41.2K | 0.28% | 78 |
|
|
2020
Q4 | $2.34M | Buy |
4,934
+1,778
| +56% | +$844K | 0.29% | 75 |
|
|
2020
Q3 | $1.2M | Buy |
3,156
+123
| +4% | +$46.8K | 0.22% | 95 |
|
|
2020
Q2 | $949K | Buy |
3,033
+231
| +8% | +$72.3K | 0.2% | 95 |
|
|
2020
Q1 | $742K | Buy |
2,802
+990
| +55% | +$262K | 0.18% | 104 |
|
|
2019
Q4 | $558K | Buy |
1,812
+186
| +11% | +$57.3K | 0.12% | 162 |
|
|
2019
Q3 | $509K | Sell |
1,626
-144
| -8% | -$45.1K | 0.11% | 155 |
|
|
2019
Q2 | $524K | Buy |
1,770
+115
| +7% | +$34K | 0.12% | 146 |
|
|
2019
Q1 | $508K | Sell |
1,655
-221
| -12% | -$67.8K | 0.12% | 162 |
|
|
2018
Q4 | $528K | Sell |
1,876
-293
| -14% | -$82.5K | 0.14% | 154 |
|
|
2018
Q3 | $496K | Buy |
2,169
+1,156
| +114% | +$264K | 0.14% | 159 |
|
|
2018
Q2 | $211K | Sell |
1,013
-202
| -17% | -$42.1K | 0.06% | 303 |
|
|
2018
Q1 | $313K | Sell |
1,215
-151
| -11% | -$38.9K | 0.09% | 228 |
|
|
2017
Q4 | $336K | Sell |
1,366
-2,907
| -68% | -$715K | 0.1% | 202 |
|
|
2017
Q3 | $1.11M | Sell |
4,273
-26
| -0.6% | -$6.75K | 0.34% | 71 |
|
|
2017
Q2 | $1.07M | Hold |
4,299
| – | – | 0.34% | 69 |
|
|
2017
Q1 | $1.07M | Sell |
4,299
-192
| -4% | -$47.8K | 0.34% | 69 |
|
|
2016
Q4 | $966K | Sell |
4,491
-988
| -18% | -$213K | 0.31% | 76 |
|
|
2016
Q3 | $915K | Sell |
5,479
-324
| -6% | -$54.1K | 0.32% | 75 |
|
|
2016
Q2 | $993K | Sell |
5,803
-1,184
| -17% | -$203K | 0.35% | 75 |
|
|
2016
Q1 | $1.05M | Buy |
6,987
+578
| +9% | +$86.9K | 0.64% | 36 |
|
|
2015
Q4 | $798K | Buy |
6,409
+205
| +3% | +$25.5K | 0.52% | 58 |
|
|
2015
Q3 | $776K | Buy |
+6,204
| New | +$776K | 0.86% | 40 |
|