Merit Financial Group’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$69.2M Buy
2025
Q2
$56.7M Buy
2025
Q1
$21.5M Buy
2024
Q4
$25.8M Buy
2024
Q3
$10.7M Sell
2024
Q2
$13.8M Buy
2024
Q1
$7.85M Buy
2023
Q4
$3.51M Sell
2023
Q3
$4.68M Sell
2023
Q2
$4.96M Buy
2023
Q1
$2.16M Buy
2022
Q4
$1.61M Sell
2022
Q3
$1.69M Sell
2022
Q2
$2.86M Buy
2022
Q1
$1.44M Buy
2021
Q4
$768K Buy