Mount Yale 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
Q2 | $8.47M | Buy |
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|
2025
Q1 | $5.14M | Sell |
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|
2024
Q4 | $8.43M | Sell |
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|
2024
Q3 | $6.71M | Buy |
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|
2024
Q2 | $3.77M | Sell |
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|
2024
Q1 | $3.14M | Buy |
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|
2023
Q4 | $2.6M | Buy |
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|
2023
Q3 | $1.72M | Sell |
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|
2023
Q2 | $1.93M | Buy |
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|
2023
Q1 | $862K | Buy |
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|
2022
Q4 | $366K | Sell |
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|
2022
Q3 | $419K | Buy |
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|
2022
Q2 | $286K | Sell |
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|
2022
Q1 | $377K | Sell |
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|
2021
Q4 | $469K | Hold |
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|
2021
Q3 | $342K | Sell |
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|
2021
Q2 | $338K | Buy |
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|
2021
Q1 | $317K | Buy |
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|
2020
Q4 | $271K | Sell |
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|
2020
Q3 | $242K | Sell |
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|
2020
Q2 | $863K | Sell |
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|
2020
Q1 | $718K | Sell |
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|
2019
Q4 | $946K | Buy |
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|
2019
Q3 | $964K | Buy |
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|
2019
Q2 | $756K | Sell |
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|
2019
Q1 | $850K | Buy |
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|
2018
Q4 | $748K | Sell |
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|
2018
Q3 | $698K | Sell |
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|
2018
Q2 | $2.01M | Sell |
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|
2018
Q1 | $1.98M | Buy |
|