Montag & Associates’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 | $24.6M | Sell |
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|
2025
Q2 | $21.1M | Sell |
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|
2025
Q1 | $12.8M | Buy |
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|
2024
Q4 | $17.2M | Buy |
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|
2024
Q3 | $11.5M | Sell |
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|
2024
Q2 | $11.7M | Buy |
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|
2024
Q1 | $9.25M | Buy |
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|
2023
Q4 | $7.13M | Buy |
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|
2023
Q3 | $4.01M | Buy |
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|
2023
Q2 | $4.14M | Sell |
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|
2023
Q1 | $3.55M | Hold |
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|
2022
Q4 | $3.09M | Sell |
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|
2022
Q3 | $2.68M | Buy |
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|
2022
Q2 | $2.72M | Sell |
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|
2022
Q1 | $4.59M | Buy |
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|
2021
Q4 | $4.65M | Sell |
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|
2021
Q3 | $3.4M | Sell |
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|
2021
Q2 | $3.98M | Sell |
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|
2021
Q1 | $4.06M | Buy |
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|
2020
Q4 | $3.7M | Hold |
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|
2020
Q3 | $3.08M | Buy |
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|
2020
Q2 | $371K | Buy |
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|
2020
Q1 | $231K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $285K | Sell |
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|
2019
Q2 | $643K | Sell |
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|
2019
Q1 | $3.42M | Buy |
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