OA
Oak Associates’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.4M | Buy |
237,109
+52,067
| +28% | +$14.4M | 4.27% | 6 |
|
|
2025
Q1 | $31M | Buy |
185,042
+7,202
| +4% | +$1.21M | 2.32% | 15 |
|
|
2024
Q4 | $41.2M | Hold |
177,840
| – | – | 2.84% | 11 |
|
|
2024
Q3 | $30.7M | Buy |
177,840
+160,056
| +900% | +$27.6M | 2.06% | 16 |
|
|
2024
Q2 | $28.6M | Hold |
17,784
| – | – | 1.89% | 17 |
|
|
2024
Q1 | $23.6M | Sell |
17,784
-2
| -0% | -$2.65K | 1.63% | 19 |
|
|
2023
Q4 | $19.9M | Buy |
+17,786
| New | +$19.9M | 1.5% | 18 |
|
|
2022
Q4 | – | Sell |
-42,220
| Closed | -$18.7M | – | 143 |
|
|
2022
Q3 | $18.7M | Hold |
42,220
| – | – | 1.59% | 21 |
|
|
2022
Q2 | $20.5M | Hold |
42,220
| – | – | 1.6% | 23 |
|
|
2022
Q1 | $26.6M | Hold |
42,220
| – | – | 1.62% | 24 |
|
|
2021
Q4 | $28.1M | Hold |
42,220
| – | – | 1.5% | 22 |
|
|
2021
Q3 | $20.5M | Hold |
42,220
| – | – | 1.17% | 26 |
|
|
2021
Q2 | $20.1M | Buy |
+42,220
| New | +$20.1M | 1.14% | 26 |
|