Lido Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $177M | Buy |
641,910
+53,375
| +9% | +$14.7M | 0.69% | 15 |
|
|
2025
Q1 | $98.5M | Buy |
588,535
+126,526
| +27% | +$21.2M | 0.44% | 30 |
|
|
2024
Q4 | $107M | Buy |
462,009
+37,107
| +9% | +$8.6M | 0.49% | 26 |
|
|
2024
Q3 | $73.3M | Buy |
424,902
+386,067
| +994% | +$66.6M | 0.37% | 26 |
|
|
2024
Q2 | $62.4M | Buy |
38,835
+8,989
| +30% | +$14.4M | 0.35% | 26 |
|
|
2024
Q1 | $39.6M | Sell |
29,846
-2,299
| -7% | -$3.05M | 0.23% | 42 |
|
|
2023
Q4 | $35.9M | Sell |
32,145
-9,722
| -23% | -$10.9M | 0.24% | 41 |
|
|
2023
Q3 | $34.8M | Buy |
41,867
+1,049
| +3% | +$871K | 0.26% | 38 |
|
|
2023
Q2 | $35.4M | Buy |
40,818
+6,846
| +20% | +$5.94M | 0.25% | 38 |
|
|
2023
Q1 | $109K | Buy |
33,972
+7,076
| +26% | +$22.6K | ﹤0.01% | 942 |
|
|
2022
Q4 | $15M | Buy |
26,896
+9,746
| +57% | +$5.45M | 0.18% | 65 |
|
|
2022
Q3 | $7.62M | Sell |
17,150
-6,277
| -27% | -$2.79M | 0.1% | 97 |
|
|
2022
Q2 | $11.4M | Buy |
23,427
+1,396
| +6% | +$678K | 0.15% | 65 |
|
|
2022
Q1 | $13.9M | Buy |
22,031
+8,429
| +62% | +$5.31M | 0.15% | 68 |
|
|
2021
Q4 | $9.05M | Buy |
13,602
+1,877
| +16% | +$1.25M | 0.1% | 95 |
|
|
2021
Q3 | $5.69M | Buy |
11,725
+2,501
| +27% | +$1.21M | 0.08% | 127 |
|
|
2021
Q2 | $4.4M | Buy |
9,224
+537
| +6% | +$256K | 0.06% | 145 |
|
|
2021
Q1 | $4.03M | Buy |
8,687
+2,445
| +39% | +$1.13M | 0.07% | 142 |
|
|
2020
Q4 | $2.73M | Sell |
6,242
-43
| -0.7% | -$18.8K | 0.06% | 160 |
|
|
2020
Q3 | $2.29M | Sell |
6,285
-877
| -12% | -$320K | 0.06% | 141 |
|
|
2020
Q2 | $2.26M | Buy |
7,162
+1,945
| +37% | +$614K | 0.07% | 130 |
|
|
2020
Q1 | $1.24M | Sell |
5,217
-28
| -0.5% | -$6.64K | 0.05% | 175 |
|
|
2019
Q4 | $1.66M | Buy |
5,245
+2,172
| +71% | +$687K | 0.07% | 154 |
|
|
2019
Q3 | $857K | Sell |
3,073
-228
| -7% | -$63.6K | 0.04% | 212 |
|
|
2019
Q2 | $959K | Buy |
3,301
+235
| +8% | +$68.3K | 0.05% | 175 |
|
|
2019
Q1 | $922K | Buy |
3,066
+130
| +4% | +$39.1K | 0.06% | 173 |
|
|
2018
Q4 | $746K | Sell |
2,936
-44
| -1% | -$11.2K | 0.07% | 151 |
|
|
2018
Q3 | $735K | Sell |
2,980
-508
| -15% | -$125K | 0.07% | 161 |
|
|
2018
Q2 | $846K | Sell |
3,488
-1,569
| -31% | -$381K | 0.1% | 122 |
|
|
2018
Q1 | $1.19M | Buy |
5,057
+3,984
| +371% | +$938K | 0.16% | 79 |
|
|
2017
Q4 | $275K | Buy |
1,073
+283
| +36% | +$72.5K | 0.04% | 228 |
|
|
2017
Q3 | $208K | Sell |
790
-614
| -44% | -$162K | 0.03% | 252 |
|
|
2017
Q2 | $327K | Sell |
1,404
-464
| -25% | -$108K | 0.07% | 160 |
|
|
2017
Q1 | $421K | Buy |
+1,868
| New | +$421K | 0.12% | 114 |
|