Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.6M Sell
24,561
-562
-2% -$185K 2.29% 14
2025
Q4
$8.7M Buy
25,123
+55
+0.2% +$19.7K 2.56% 11
2025
Q3
$8.27M Sell
25,068
-398
-2% -$122K 2.4% 13
2025
Q2
$7.02M Sell
25,466
-250
-1% -$54.3K 2.21% 14
2025
Q1
$4.31M Sell
25,716
-990
-4% -$210K 1.44% 23
2024
Q4
$6.19M Sell
26,706
-280
-1% -$51.8K 1.88% 16
2024
Q3
$4.66M Buy
26,986
+56
+0.2% +$8.98K 1.42% 21
2024
Q2
$4.32M Hold
26,930
1.4% 19
2024
Q1
$3.57M Sell
26,930
-1,050
-4% -$130K 1.2% 23
2023
Q4
$3.12M Buy
27,980
+960
+4% +$90.9K 1.14% 26
2023
Q3
$2.24M Buy
27,020
+2,260
+9% +$196K 0.89% 31
2023
Q2
$2.15M Hold
24,760
0.8% 33
2023
Q1
$1.59M Sell
24,760
-90
-0.4% -$5.42K 0.63% 41
2022
Q4
$1.39M Hold
24,850
0.59% 44
2022
Q3
$1.1M Sell
24,850
-560
-2% -$28.6K 0.52% 48
2022
Q2
$1.23M Hold
25,410
0.55% 49
2022
Q1
$1.6M Buy
25,410
+30
+0.1% +$1.78K 0.58% 46
2021
Q4
$1.69M Hold
25,380
0.52% 46
2021
Q3
$1.23M Hold
25,380
0.46% 46
2021
Q2
$1.21M Hold
25,380
0.45% 49
2021
Q1
$1.18M Buy
25,380
+30
+0.1% +$1.39K 0.5% 49
2020
Q4
$1.11M Buy
25,350
+1,230
+5% +$48K 0.46% 50
2020
Q3
$879K Buy
24,120
+230
+1% +$7.7K 0.41% 51
2020
Q2
$754K Buy
23,890
+2,840
+13% +$79.5K 0.41% 53
2020
Q1
$499K Sell
21,050
-420
-2% -$11.8K 0.36% 56
2019
Q4
$678K Buy
21,470
+3,200
+18% +$97.2K 0.41% 49
2019
Q3
$504K Sell
18,270
-400
-2% -$11.4K 0.35% 53
2019
Q2
$537K Buy
18,670
+2,450
+15% +$71.4K 0.38% 50
2019
Q1
$488K Sell
16,220
-1,650
-9% -$44.7K 0.37% 51
2018
Q4
$454K Buy
+17,870
New +$422K 0.45% 44

Other funds holding AVGO