HS
Horan Securities’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
4,463
+371
| +9% | +$102K | 0.43% | 21 |
|
|
2025
Q1 | $685K | Sell |
4,092
-886
| -18% | -$148K | 0.26% | 44 |
|
|
2024
Q4 | $1.15M | Sell |
4,978
-610
| -11% | -$141K | 0.44% | 15 |
|
|
2024
Q3 | $964K | Buy |
5,588
+5,007
| +862% | +$864K | 0.37% | 26 |
|
|
2024
Q2 | $933K | Sell |
581
-6
| -1% | -$9.63K | 0.4% | 25 |
|
|
2024
Q1 | $777K | Buy |
587
+2
| +0.3% | +$2.65K | 0.37% | 29 |
|
|
2023
Q4 | $653K | Buy |
585
+19
| +3% | +$21.2K | 0.33% | 29 |
|
|
2023
Q3 | $470K | Sell |
566
-222
| -28% | -$184K | 0.25% | 45 |
|
|
2023
Q2 | $683K | Buy |
788
+12
| +2% | +$10.4K | 0.29% | 37 |
|
|
2023
Q1 | $498K | Hold |
776
| – | – | 0.26% | 40 |
|
|
2022
Q4 | $434K | Buy |
776
+25
| +3% | +$14K | 0.24% | 40 |
|
|
2022
Q3 | $333K | Buy |
751
+5
| +0.7% | +$2.22K | 0.21% | 47 |
|
|
2022
Q2 | $369K | Buy |
746
+13
| +2% | +$6.43K | 0.22% | 42 |
|
|
2022
Q1 | $462K | Buy |
733
+68
| +10% | +$42.9K | 0.27% | 28 |
|
|
2021
Q4 | $442K | Buy |
+665
| New | +$442K | 0.26% | 27 |
|
|
2021
Q2 | $256K | Buy |
537
+221
| +70% | +$105K | 0.18% | 46 |
|
|
2021
Q1 | $146K | Buy |
316
+122
| +63% | +$56.4K | 0.12% | 64 |
|
|
2020
Q4 | $85K | Buy |
194
+101
| +109% | +$44.3K | 0.07% | 88 |
|
|
2020
Q3 | $34K | Buy |
+93
| New | +$34K | 0.03% | 129 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 310 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 257 |
|
|
2019
Q3 | – | Sell |
-9
| Closed | -$3K | – | 246 |
|
|
2019
Q2 | $3K | Buy |
+9
| New | +$3K | ﹤0.01% | 241 |
|