Moneta Group Investment Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Buy |
47,176
+1,770
| +4% | +$488K | 0.15% | 81 |
|
|
2025
Q1 | $7.6M | Sell |
45,406
-67
| -0.1% | -$11.2K | 0.1% | 108 |
|
|
2024
Q4 | $10.5M | Sell |
45,473
-1,849
| -4% | -$429K | 0.15% | 90 |
|
|
2024
Q3 | $8.16M | Sell |
47,322
-397,528
| -89% | -$68.6M | 0.12% | 102 |
|
|
2024
Q2 | $7.14M | Buy |
444,850
+7,670
| +2% | +$123K | 0.11% | 102 |
|
|
2024
Q1 | $5.79M | Buy |
437,180
+394,030
| +913% | +$5.22M | 0.09% | 115 |
|
|
2023
Q4 | $4.82M | Buy |
43,150
+3,450
| +9% | +$385K | 0.1% | 110 |
|
|
2023
Q3 | $3.3M | Sell |
39,700
-190
| -0.5% | -$15.8K | 0.07% | 129 |
|
|
2023
Q2 | $3.46M | Buy |
39,890
+650
| +2% | +$56.4K | 0.08% | 127 |
|
|
2023
Q1 | $2.52M | Buy |
39,240
+7,440
| +23% | +$477K | 0.06% | 146 |
|
|
2022
Q4 | $1.86M | Buy |
31,800
+1,960
| +7% | +$115K | 0.05% | 155 |
|
|
2022
Q3 | $1.33M | Sell |
29,840
-2,640
| -8% | -$117K | 0.05% | 168 |
|
|
2022
Q2 | $1.58M | Buy |
32,480
+4,500
| +16% | +$219K | 0.05% | 160 |
|
|
2022
Q1 | $1.76M | Buy |
27,980
+3,620
| +15% | +$228K | 0.07% | 146 |
|
|
2021
Q4 | $1.62M | Buy |
24,360
+2,030
| +9% | +$135K | 0.07% | 155 |
|
|
2021
Q3 | $1.08M | Buy |
22,330
+1,170
| +6% | +$56.7K | 0.05% | 187 |
|
|
2021
Q2 | $1.01M | Buy |
21,160
+220
| +1% | +$10.5K | 0.05% | 196 |
|
|
2021
Q1 | $971K | Buy |
+20,940
| New | +$971K | 0.05% | 181 |
|
|
2018
Q3 | – | Sell |
-1,340
| Closed | -$32K | – | 240 |
|
|
2018
Q2 | $32K | Buy |
1,340
+1,280
| +2,133% | +$30.6K | ﹤0.01% | 335 |
|
|
2018
Q1 | $1K | Buy |
60
+20
| +50% | +$333 | ﹤0.01% | 567 |
|
|
2017
Q4 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 398 |
|