Mutual 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 | $18.1M | Buy |
62,219
+1,035
| +2% | +$300K | 0.45% | 28 |
|
2025
Q1 | $11.8M | Buy |
61,184
+3,850
| +7% | +$740K | 0.34% | 48 |
|
2024
Q4 | $13.2M | Sell |
57,334
-6,428
| -10% | -$1.47M | 0.38% | 41 |
|
2024
Q3 | $10.9M | Sell |
63,762
-568,748
| -90% | -$97.5M | 0.32% | 56 |
|
2024
Q2 | $9.5M | Buy |
632,510
+549,910
| +666% | +$8.26M | 0.29% | 65 |
|
2024
Q1 | $10.9M | Sell |
82,600
-5,940
| -7% | -$787K | 0.35% | 44 |
|
2023
Q4 | $9.88M | Sell |
88,540
-5,840
| -6% | -$652K | 0.34% | 49 |
|
2023
Q3 | $7.84M | Sell |
94,380
-5,090
| -5% | -$423K | 0.31% | 60 |
|
2023
Q2 | $8.63M | Sell |
99,470
-6,270
| -6% | -$544K | 0.33% | 52 |
|
2023
Q1 | $6.78M | Buy |
105,740
+490
| +0.5% | +$31.4K | 0.28% | 72 |
|
2022
Q4 | $5.88M | Buy |
105,250
+3,380
| +3% | +$189K | 0.26% | 78 |
|
2022
Q3 | $4.52M | Buy |
101,870
+7,970
| +8% | +$354K | 0.23% | 90 |
|
2022
Q2 | $4.56M | Buy |
93,900
+1,760
| +2% | +$85.5K | 0.3% | 73 |
|
2022
Q1 | $5.8M | Sell |
92,140
-370
| -0.4% | -$23.3K | 0.32% | 66 |
|
2021
Q4 | $6.16M | Buy |
92,510
+3,690
| +4% | +$246K | 0.33% | 63 |
|
2021
Q3 | $4.31M | Buy |
88,820
+2,640
| +3% | +$128K | 0.25% | 95 |
|
2021
Q2 | $4.11M | Sell |
86,180
-790
| -0.9% | -$37.7K | 0.24% | 101 |
|
2021
Q1 | $4.03M | Buy |
86,970
+8,270
| +11% | +$383K | 0.28% | 85 |
|
2020
Q4 | $3.45M | Buy |
78,700
+1,240
| +2% | +$54.3K | 0.26% | 86 |
|
2020
Q3 | $2.82M | Buy |
77,460
+5,360
| +7% | +$195K | 0.24% | 91 |
|
2020
Q2 | $2.28M | Buy |
72,100
+9,180
| +15% | +$290K | 0.22% | 109 |
|
2020
Q1 | $1.49M | Buy |
62,920
+14,900
| +31% | +$353K | 0.2% | 132 |
|
2019
Q4 | $1.52M | Buy |
48,020
+2,990
| +7% | +$94.5K | 0.16% | 154 |
|
2019
Q3 | $1.24M | Sell |
45,030
-9,010
| -17% | -$249K | 0.16% | 152 |
|
2019
Q2 | $1.56M | Buy |
54,040
+5,500
| +11% | +$158K | 0.2% | 118 |
|
2019
Q1 | $1.46M | Buy |
48,540
+1,480
| +3% | +$44.5K | 0.22% | 108 |
|
2018
Q4 | $1.2M | Buy |
47,060
+250
| +0.5% | +$6.36K | 0.24% | 106 |
|
2018
Q3 | $1.16M | Buy |
46,810
+950
| +2% | +$23.4K | 0.18% | 144 |
|
2018
Q2 | $1.11M | Sell |
45,860
-50
| -0.1% | -$1.21K | 0.25% | 123 |
|
2018
Q1 | $1.08M | Buy |
+45,910
| New | +$1.08M | 0.27% | 115 |
|