Mather Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Sell |
49,739
-998
| -2% | -$275K | 0.15% | 70 |
|
|
2025
Q1 | $8.49M | Buy |
50,737
+3,128
| +7% | +$524K | 0.1% | 87 |
|
|
2024
Q4 | $11M | Sell |
47,609
-3,933
| -8% | -$912K | 0.14% | 78 |
|
|
2024
Q3 | $8.89M | Sell |
51,542
-4,898
| -9% | -$845K | 0.11% | 84 |
|
|
2024
Q2 | $7.48M | Buy |
56,440
+6,330
| +13% | +$839K | 0.09% | 96 |
|
|
2024
Q1 | $5.59M | Sell |
50,110
-870
| -2% | -$97.1K | 0.09% | 86 |
|
|
2023
Q4 | $5.69M | Buy |
50,980
+3,300
| +7% | +$368K | 0.09% | 88 |
|
|
2023
Q3 | $3.96M | Sell |
47,680
-1,770
| -4% | -$147K | 0.07% | 100 |
|
|
2023
Q2 | $4.29M | Buy |
49,450
+3,670
| +8% | +$318K | 0.07% | 104 |
|
|
2023
Q1 | $2.94M | Buy |
45,780
+16,880
| +58% | +$1.08M | 0.05% | 118 |
|
|
2022
Q4 | $1.62M | Sell |
28,900
-540
| -2% | -$30.2K | 0.03% | 152 |
|
|
2022
Q3 | $1.31M | Buy |
29,440
+4,400
| +18% | +$195K | 0.03% | 167 |
|
|
2022
Q2 | $1.22M | Buy |
25,040
+5,010
| +25% | +$243K | 0.03% | 161 |
|
|
2022
Q1 | $1.26M | Buy |
20,030
+5,620
| +39% | +$354K | 0.02% | 144 |
|
|
2021
Q4 | $959K | Buy |
14,410
+190
| +1% | +$12.6K | 0.02% | 154 |
|
|
2021
Q3 | $689K | Sell |
14,220
-20
| -0.1% | -$969 | 0.02% | 140 |
|
|
2021
Q2 | $679K | Buy |
14,240
+2,590
| +22% | +$123K | 0.02% | 135 |
|
|
2021
Q1 | $540K | Buy |
11,650
+870
| +8% | +$40.3K | 0.02% | 141 |
|
|
2020
Q4 | $472K | Buy |
10,780
+2,310
| +27% | +$101K | 0.02% | 139 |
|
|
2020
Q3 | $308K | Sell |
8,470
-220
| -3% | -$8K | 0.01% | 176 |
|
|
2020
Q2 | $274K | Buy |
+8,690
| New | +$274K | 0.01% | 176 |
|
|
2020
Q1 | – | Sell |
-8,240
| Closed | -$260K | – | 138 |
|
|
2019
Q4 | $260K | Buy |
+8,240
| New | +$260K | 0.02% | 143 |
|