Oak Harvest Investment Services’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3M | Sell |
62,471
-161
| -0.3% | -$44.6K | 2.17% | 7 |
|
|
2025
Q1 | $10.5M | Sell |
62,632
-15,693
| -20% | -$2.63M | 1.46% | 20 |
|
|
2024
Q4 | $18.2M | Buy |
78,325
+30,669
| +64% | +$7.11M | 2.53% | 6 |
|
|
2024
Q3 | $8.22M | Sell |
47,656
-45,774
| -49% | -$7.9M | 1.18% | 30 |
|
|
2024
Q2 | $15M | Sell |
93,430
-1,090
| -1% | -$175K | 2.33% | 6 |
|
|
2024
Q1 | $12.5M | Sell |
94,520
-3,900
| -4% | -$517K | 2.05% | 9 |
|
|
2023
Q4 | $11M | Sell |
98,420
-1,560
| -2% | -$174K | 2.19% | 9 |
|
|
2023
Q3 | $8.3M | Buy |
99,980
+22,890
| +30% | +$1.9M | 1.76% | 18 |
|
|
2023
Q2 | $6.69M | Buy |
77,090
+65,570
| +569% | +$5.69M | 1.5% | 24 |
|
|
2023
Q1 | $739K | Sell |
11,520
-180
| -2% | -$11.6K | 0.17% | 75 |
|
|
2022
Q4 | $654K | Sell |
11,700
-1,370
| -10% | -$76.6K | 0.17% | 63 |
|
|
2022
Q3 | $580K | Buy |
13,070
+4,240
| +48% | +$188K | 0.15% | 65 |
|
|
2022
Q2 | $429K | Buy |
8,830
+900
| +11% | +$43.7K | 0.12% | 67 |
|
|
2022
Q1 | $499K | Sell |
7,930
-1,610
| -17% | -$101K | 0.12% | 63 |
|
|
2021
Q4 | $635K | Sell |
9,540
-630
| -6% | -$41.9K | 0.16% | 63 |
|
|
2021
Q3 | $493K | Buy |
10,170
+210
| +2% | +$10.2K | 0.14% | 62 |
|
|
2021
Q2 | $475K | Sell |
9,960
-44,900
| -82% | -$2.14M | 0.16% | 62 |
|
|
2021
Q1 | $2.54M | Sell |
54,860
-31,410
| -36% | -$1.46M | 0.97% | 46 |
|
|
2020
Q4 | $3.78M | Buy |
+86,270
| New | +$3.78M | 1.62% | 25 |
|