Lake Street Advisors Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $25.1M | Buy |
108,354
+39,680
| +58% | +$9.2M | 1.16% | 20 |
|
|
2024
Q3 | $11.8M | Sell |
68,674
-35,536
| -34% | -$6.13M | 0.55% | 34 |
|
|
2024
Q2 | $16.7M | Sell |
104,210
-1,740
| -2% | -$279K | 0.8% | 27 |
|
|
2024
Q1 | $14M | Buy |
105,950
+1,420
| +1% | +$188K | 0.66% | 31 |
|
|
2023
Q4 | $11.7M | Buy |
+104,530
| New | +$11.7M | 0.59% | 36 |
|
|
2021
Q3 | – | Sell |
-23,580
| Closed | -$1.14M | – | 242 |
|
|
2021
Q2 | $1.14M | Buy |
23,580
+760
| +3% | +$36.8K | 0.08% | 102 |
|
|
2021
Q1 | $1.06M | Buy |
22,820
+500
| +2% | +$23.2K | 0.09% | 97 |
|
|
2020
Q4 | $977K | Buy |
22,320
+550
| +3% | +$24.1K | 0.08% | 103 |
|
|
2020
Q3 | $793K | Buy |
21,770
+420
| +2% | +$15.3K | 0.07% | 106 |
|
|
2020
Q2 | $674K | Buy |
21,350
+3,680
| +21% | +$116K | 0.07% | 108 |
|
|
2020
Q1 | $419K | Sell |
17,670
-1,170
| -6% | -$27.7K | 0.05% | 127 |
|
|
2019
Q4 | $595K | Buy |
18,840
+430
| +2% | +$13.6K | 0.06% | 101 |
|
|
2019
Q3 | $480K | Buy |
18,410
+1,140
| +7% | +$29.7K | 0.05% | 99 |
|
|
2019
Q2 | $497K | Buy |
17,270
+630
| +4% | +$18.1K | 0.05% | 101 |
|
|
2019
Q1 | $500K | Buy |
16,640
+10
| +0.1% | +$300 | 0.05% | 105 |
|
|
2018
Q4 | $423K | Buy |
16,630
+1,370
| +9% | +$34.8K | 0.05% | 106 |
|
|
2018
Q3 | $376K | Sell |
15,260
-8,200
| -35% | -$202K | 0.04% | 120 |
|
|
2018
Q2 | $569K | Buy |
23,460
+330
| +1% | +$8K | 0.06% | 138 |
|
|
2018
Q1 | $545K | Buy |
23,130
+210
| +0.9% | +$4.95K | 0.06% | 124 |
|
|
2017
Q4 | $589K | Buy |
+22,920
| New | +$589K | 0.07% | 118 |
|