Investment House LLC’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Sell |
9,437
-33
| -0.3% | -$9.1K | 0.13% | 111 |
|
|
2025
Q1 | $1.59M | Sell |
9,470
-460
| -5% | -$77K | 0.09% | 127 |
|
|
2024
Q4 | $2.3M | Sell |
9,930
-300
| -3% | -$69.6K | 0.13% | 108 |
|
|
2024
Q3 | $1.76M | Sell |
10,230
-600
| -6% | -$104K | 0.1% | 117 |
|
|
2024
Q2 | $1.74M | Sell |
10,830
-50
| -0.5% | -$8.03K | 0.1% | 110 |
|
|
2024
Q1 | $1.44M | Sell |
10,880
-500
| -4% | -$66.3K | 0.08% | 114 |
|
|
2023
Q4 | $1.27M | Buy |
11,380
+340
| +3% | +$38K | 0.09% | 111 |
|
|
2023
Q3 | $917K | Hold |
11,040
| – | – | 0.07% | 120 |
|
|
2023
Q2 | $958K | Hold |
11,040
| – | – | 0.07% | 119 |
|
|
2023
Q1 | $708K | Buy |
11,040
+390
| +4% | +$25K | 0.06% | 128 |
|
|
2022
Q4 | $595K | Buy |
10,650
+150
| +1% | +$8.39K | 0.06% | 128 |
|
|
2022
Q3 | $466K | Hold |
10,500
| – | – | 0.04% | 137 |
|
|
2022
Q2 | $510K | Buy |
10,500
+250
| +2% | +$12.1K | 0.04% | 126 |
|
|
2022
Q1 | $645K | Hold |
10,250
| – | – | 0.05% | 124 |
|
|
2021
Q4 | $682K | Hold |
10,250
| – | – | 0.04% | 130 |
|
|
2021
Q3 | $497K | Hold |
10,250
| – | – | 0.04% | 140 |
|
|
2021
Q2 | $488K | Hold |
10,250
| – | – | 0.03% | 148 |
|
|
2021
Q1 | $475K | Hold |
10,250
| – | – | 0.04% | 146 |
|
|
2020
Q4 | $449K | Hold |
10,250
| – | – | 0.03% | 162 |
|
|
2020
Q3 | $373K | Buy |
10,250
+500
| +5% | +$18.2K | 0.03% | 160 |
|
|
2020
Q2 | $308K | Buy |
9,750
+750
| +8% | +$23.7K | 0.03% | 159 |
|
|
2020
Q1 | $213K | Sell |
9,000
-500
| -5% | -$11.8K | 0.02% | 163 |
|
|
2019
Q4 | $300K | Buy |
9,500
+500
| +6% | +$15.8K | 0.03% | 187 |
|
|
2019
Q3 | $248K | Buy |
9,000
+500
| +6% | +$13.8K | 0.03% | 179 |
|
|
2019
Q2 | $245K | Buy |
+8,500
| New | +$245K | 0.03% | 177 |
|