Kovitz Investment Group Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384M | Buy |
1,394,139
+233,661
| +20% | +$64.4M | 1.64% | 6 |
|
|
2025
Q1 | $194M | Sell |
1,160,478
-110,121
| -9% | -$18.4M | 0.98% | 21 |
|
|
2024
Q4 | $295M | Buy |
1,270,599
+993,949
| +359% | +$230M | 1.44% | 9 |
|
|
2024
Q3 | $38M | Buy |
276,650
+47,860
| +21% | +$6.58M | 0.27% | 78 |
|
|
2024
Q2 | $34.1M | Buy |
228,790
+110,070
| +93% | +$16.4M | 0.29% | 59 |
|
|
2024
Q1 | $15.7M | Sell |
118,720
-7,420
| -6% | -$983K | 0.2% | 72 |
|
|
2023
Q4 | $14.1M | Sell |
126,140
-17,260
| -12% | -$1.93M | 0.23% | 45 |
|
|
2023
Q3 | $11.9M | Sell |
143,400
-3,030
| -2% | -$252K | 0.21% | 51 |
|
|
2023
Q2 | $12.7M | Sell |
146,430
-43,290
| -23% | -$3.76M | 0.19% | 56 |
|
|
2023
Q1 | $12.2M | Sell |
189,720
-33,840
| -15% | -$2.17M | 0.21% | 59 |
|
|
2022
Q4 | $12.5M | Buy |
223,560
+4,290
| +2% | +$240K | 0.25% | 53 |
|
|
2022
Q3 | $9.74M | Sell |
219,270
-2,070
| -0.9% | -$91.9K | 0.23% | 62 |
|
|
2022
Q2 | $10.8M | Buy |
221,340
+5,340
| +2% | +$259K | 0.24% | 61 |
|
|
2022
Q1 | $13.6M | Buy |
216,000
+66,220
| +44% | +$4.17M | 0.26% | 57 |
|
|
2021
Q4 | $6.56M | Sell |
149,780
-59,170
| -28% | -$2.59M | 0.15% | 96 |
|
|
2021
Q3 | $10.1M | Sell |
208,950
-3,350
| -2% | -$162K | 0.2% | 68 |
|
|
2021
Q2 | $10.1M | Buy |
212,300
+59,710
| +39% | +$2.85M | 0.2% | 74 |
|
|
2021
Q1 | $7.08M | Buy |
152,590
+2,810
| +2% | +$130K | 0.17% | 93 |
|
|
2020
Q4 | $6.56M | Sell |
149,780
-9,340
| -6% | -$409K | 0.16% | 94 |
|
|
2020
Q3 | $5.8M | Sell |
159,120
-500
| -0.3% | -$18.2K | 0.16% | 98 |
|
|
2020
Q2 | $5.04M | Sell |
159,620
-5,720
| -3% | -$181K | 0.16% | 104 |
|
|
2020
Q1 | $3.92M | Buy |
165,340
+60,260
| +57% | +$1.43M | 0.14% | 109 |
|
|
2019
Q4 | $3.32M | Buy |
105,080
+73,800
| +236% | +$2.33M | 0.1% | 147 |
|
|
2019
Q3 | $863K | Buy |
31,280
+2,830
| +10% | +$78.1K | 0.03% | 277 |
|
|
2019
Q2 | $819K | Buy |
+28,450
| New | +$819K | 0.03% | 281 |
|
|
2018
Q1 | – | Sell |
-10,000
| Closed | -$257 | – | 139 |
|
|
2017
Q4 | $257 | Hold |
10,000
| – | – | 0.01% | 142 |
|
|
2017
Q3 | $243K | Buy |
+10,000
| New | +$243K | 0.01% | 146 |
|