Moneta Group Investment Advisors’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 | $16.1M | Buy |
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|
2025
Q2 | $13M | Buy |
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|
2025
Q1 | $7.6M | Sell |
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|
2024
Q4 | $10.5M | Sell |
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|
2024
Q3 | $8.16M | Sell |
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|
2024
Q2 | $7.14M | Buy |
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|
2024
Q1 | $5.79M | Buy |
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|
2023
Q4 | $4.82M | Buy |
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|
2023
Q3 | $3.3M | Sell |
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|
2023
Q2 | $3.46M | Buy |
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|
2023
Q1 | $2.52M | Buy |
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|
2022
Q4 | $1.86M | Buy |
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|
2022
Q3 | $1.32M | Sell |
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|
2022
Q2 | $1.58M | Buy |
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|
2022
Q1 | $1.76M | Buy |
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|
2021
Q4 | $1.62M | Buy |
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|
2021
Q3 | $1.08M | Buy |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $971K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $32K | Buy |
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|
2018
Q1 | $1K | Buy |
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|
2017
Q4 | $1K | Buy |
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