Horan Capital Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $8.09M | Sell |
48,293
-158
| -0.3% | -$26.5K | 2.73% | 7 |
|
|
2024
Q4 | $11.2M | Sell |
48,451
-9,718
| -17% | -$2.25M | 3.78% | 5 |
|
|
2024
Q3 | $10M | Sell |
58,169
-1,711
| -3% | -$295K | 3.33% | 6 |
|
|
2024
Q2 | $9.61M | Sell |
59,880
-640
| -1% | -$103K | 3.38% | 6 |
|
|
2024
Q1 | $8.02M | Sell |
60,520
-620
| -1% | -$82.2K | 2.85% | 7 |
|
|
2023
Q4 | $6.82M | Sell |
61,140
-2,480
| -4% | -$277K | 2.5% | 7 |
|
|
2023
Q3 | $5.28M | Sell |
63,620
-19,290
| -23% | -$1.6M | 2.13% | 7 |
|
|
2023
Q2 | $7.19M | Sell |
82,910
-190
| -0.2% | -$16.5K | 2.81% | 6 |
|
|
2023
Q1 | $5.33M | Sell |
83,100
-530
| -0.6% | -$34K | 2.2% | 7 |
|
|
2022
Q4 | $4.68M | Buy |
83,630
+1,530
| +2% | +$85.6K | 2.05% | 9 |
|
|
2022
Q3 | $3.65M | Buy |
82,100
+2,020
| +3% | +$89.7K | 1.76% | 16 |
|
|
2022
Q2 | $3.89M | Buy |
80,080
+550
| +0.7% | +$26.7K | 1.81% | 13 |
|
|
2022
Q1 | $5.01M | Buy |
79,530
+3,040
| +4% | +$191K | 2.01% | 10 |
|
|
2021
Q4 | $5.09M | Sell |
76,490
-330
| -0.4% | -$22K | 2.02% | 10 |
|
|
2021
Q3 | $3.73M | Buy |
76,820
+920
| +1% | +$44.6K | 1.65% | 18 |
|
|
2021
Q2 | $3.62M | Buy |
75,900
+3,630
| +5% | +$173K | 1.63% | 19 |
|
|
2021
Q1 | $3.35M | Buy |
72,270
+670
| +0.9% | +$31.1K | 1.61% | 21 |
|
|
2020
Q4 | $3.14M | Buy |
71,600
+2,940
| +4% | +$129K | 1.62% | 21 |
|
|
2020
Q3 | $2.5M | Buy |
68,660
+780
| +1% | +$28.4K | 1.42% | 22 |
|
|
2020
Q2 | $2.14M | Sell |
67,880
-1,700
| -2% | -$53.6K | 1.44% | 27 |
|
|
2020
Q1 | $1.65M | Sell |
69,580
-690
| -1% | -$16.4K | 1.32% | 34 |
|
|
2019
Q4 | $2.22M | Sell |
70,270
-1,840
| -3% | -$58.2K | 1.32% | 29 |
|
|
2019
Q3 | $1.99M | Buy |
+72,110
| New | +$1.99M | 1.22% | 38 |
|