Merit Financial 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 | $56.7M | Buy |
205,829
+77,265
| +60% | +$21.3M | 0.63% | 33 |
|
|
2025
Q1 | $21.5M | Buy |
128,564
+17,326
| +16% | +$2.9M | 0.32% | 58 |
|
|
2024
Q4 | $25.8M | Buy |
111,238
+49,183
| +79% | +$11.4M | 0.46% | 39 |
|
|
2024
Q3 | $10.7M | Sell |
62,055
-24,155
| -28% | -$4.17M | 0.24% | 71 |
|
|
2024
Q2 | $13.8M | Buy |
86,210
+24,790
| +40% | +$3.98M | 0.31% | 58 |
|
|
2024
Q1 | $7.85M | Buy |
61,420
+29,950
| +95% | +$3.83M | 0.19% | 91 |
|
|
2023
Q4 | $3.51M | Sell |
31,470
-24,910
| -44% | -$2.78M | 0.11% | 131 |
|
|
2023
Q3 | $4.68M | Sell |
56,380
-830
| -1% | -$68.9K | 0.15% | 102 |
|
|
2023
Q2 | $4.96M | Buy |
57,210
+23,560
| +70% | +$2.04M | 0.16% | 98 |
|
|
2023
Q1 | $2.16M | Buy |
33,650
+4,840
| +17% | +$311K | 0.08% | 193 |
|
|
2022
Q4 | $1.61M | Sell |
28,810
-9,200
| -24% | -$514K | 0.06% | 224 |
|
|
2022
Q3 | $1.69M | Sell |
38,010
-20,930
| -36% | -$929K | 0.07% | 175 |
|
|
2022
Q2 | $2.86M | Buy |
58,940
+36,110
| +158% | +$1.75M | 0.09% | 137 |
|
|
2022
Q1 | $1.44M | Buy |
22,830
+11,280
| +98% | +$710K | 0.09% | 127 |
|
|
2021
Q4 | $768K | Buy |
+11,550
| New | +$768K | 0.08% | 130 |
|