Kovack Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Buy |
39,420
+3,260
| +9% | +$899K | 1.07% | 14 |
|
|
2025
Q1 | $6.05M | Buy |
36,160
+1,780
| +5% | +$298K | 0.64% | 30 |
|
|
2024
Q4 | $7.97M | Buy |
34,380
+2,570
| +8% | +$596K | 0.78% | 24 |
|
|
2024
Q3 | $5.49M | Buy |
31,810
+1,560
| +5% | +$269K | 0.58% | 34 |
|
|
2024
Q2 | $4.86M | Sell |
30,250
-14,110
| -32% | -$2.27M | 0.53% | 33 |
|
|
2024
Q1 | $5.88M | Sell |
44,360
-4,740
| -10% | -$628K | 0.71% | 27 |
|
|
2023
Q4 | $5.48M | Buy |
49,100
+960
| +2% | +$107K | 0.65% | 23 |
|
|
2023
Q3 | $4M | Buy |
48,140
+6,970
| +17% | +$579K | 0.56% | 27 |
|
|
2023
Q2 | $3.57M | Buy |
41,170
+16,860
| +69% | +$1.46M | 0.46% | 40 |
|
|
2023
Q1 | $1.56M | Sell |
24,310
-1,660
| -6% | -$107K | 0.21% | 108 |
|
|
2022
Q4 | $1.45M | Sell |
25,970
-2,770
| -10% | -$155K | 0.21% | 103 |
|
|
2022
Q3 | $1.28M | Sell |
28,740
-9,830
| -25% | -$436K | 0.19% | 121 |
|
|
2022
Q2 | $1.87M | Sell |
38,570
-8,680
| -18% | -$422K | 0.25% | 90 |
|
|
2022
Q1 | $2.98M | Buy |
47,250
+9,110
| +24% | +$574K | 0.31% | 63 |
|
|
2021
Q4 | $2.54M | Sell |
38,140
-2,790
| -7% | -$186K | 0.25% | 91 |
|
|
2021
Q3 | $1.99M | Buy |
40,930
+3,290
| +9% | +$160K | 0.22% | 122 |
|
|
2021
Q2 | $1.8M | Sell |
37,640
-870
| -2% | -$41.5K | 0.2% | 127 |
|
|
2021
Q1 | $1.79M | Buy |
38,510
+4,900
| +15% | +$227K | 0.23% | 115 |
|
|
2020
Q4 | $1.47M | Buy |
33,610
+7,210
| +27% | +$316K | 0.21% | 123 |
|
|
2020
Q3 | $962K | Buy |
26,400
+5,280
| +25% | +$192K | 0.17% | 142 |
|
|
2020
Q2 | $666K | Sell |
21,120
-2,290
| -10% | -$72.2K | 0.13% | 174 |
|
|
2020
Q1 | $555K | Buy |
23,410
+11,040
| +89% | +$262K | 0.13% | 174 |
|
|
2019
Q4 | $391K | Buy |
+12,370
| New | +$391K | 0.07% | 300 |
|
|
2019
Q2 | – | Sell |
-7,370
| Closed | -$222K | – | 446 |
|
|
2019
Q1 | $222K | Buy |
+7,370
| New | +$222K | 0.06% | 360 |
|
|
2018
Q1 | – | Sell |
-10,180
| Closed | -$219K | – | 478 |
|
|
2017
Q4 | $219K | Buy |
+10,180
| New | +$219K | 0.06% | 387 |
|