ORI
Oak Ridge Investments’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.1M | Buy |
207,064
+2,624
| +1% | +$723K | 4.09% | 6 |
|
|
2025
Q1 | $34.2M | Buy |
204,440
+10,317
| +5% | +$1.73M | 2.85% | 8 |
|
|
2024
Q4 | $45M | Buy |
194,123
+10,766
| +6% | +$2.5M | 3.53% | 6 |
|
|
2024
Q3 | $31.6M | Buy |
183,357
+170,955
| +1,378% | +$29.5M | 2.76% | 8 |
|
|
2024
Q2 | $19.9M | Buy |
12,402
+446
| +4% | +$716K | 1.9% | 9 |
|
|
2024
Q1 | $15.8M | Buy |
11,956
+302
| +3% | +$400K | 1.6% | 11 |
|
|
2023
Q4 | $13M | Buy |
11,654
+297
| +3% | +$332K | 1.5% | 11 |
|
|
2023
Q3 | $9.43M | Buy |
11,357
+65
| +0.6% | +$54K | 1.2% | 15 |
|
|
2023
Q2 | $9.8M | Sell |
11,292
-91
| -0.8% | -$78.9K | 1.21% | 14 |
|
|
2023
Q1 | $7.3M | Sell |
11,383
-123
| -1% | -$78.9K | 0.99% | 20 |
|
|
2022
Q4 | $6.43M | Sell |
11,506
-126
| -1% | -$70.5K | 0.96% | 24 |
|
|
2022
Q3 | $5.17M | Sell |
11,632
-157
| -1% | -$69.7K | 0.78% | 36 |
|
|
2022
Q2 | $5.73M | Sell |
11,789
-427
| -3% | -$207K | 0.83% | 31 |
|
|
2022
Q1 | $7.69M | Sell |
12,216
-1,418
| -10% | -$893K | 0.85% | 26 |
|
|
2021
Q4 | $9.07M | Sell |
13,634
-499
| -4% | -$332K | 0.77% | 44 |
|
|
2021
Q3 | $6.85M | Sell |
14,133
-204
| -1% | -$98.9K | 0.6% | 60 |
|
|
2021
Q2 | $6.84M | Sell |
14,337
-216
| -1% | -$103K | 0.6% | 61 |
|
|
2021
Q1 | $6.75M | Buy |
14,553
+55
| +0.4% | +$25.5K | 0.63% | 58 |
|
|
2020
Q4 | $6.35M | Sell |
14,498
-4,802
| -25% | -$2.1M | 0.56% | 62 |
|
|
2020
Q3 | $7.03M | Sell |
19,300
-247
| -1% | -$90K | 0.55% | 60 |
|
|
2020
Q2 | $6.17M | Sell |
19,547
-129
| -0.7% | -$40.7K | 0.52% | 77 |
|
|
2020
Q1 | $4.67M | Sell |
19,676
-1,716
| -8% | -$407K | 0.48% | 80 |
|
|
2019
Q4 | $6.76M | Sell |
21,392
-395
| -2% | -$125K | 0.5% | 77 |
|
|
2019
Q3 | $6.02M | Buy |
21,787
+1,373
| +7% | +$379K | 0.45% | 84 |
|
|
2019
Q2 | $5.88M | Sell |
20,414
-2,172
| -10% | -$625K | 0.41% | 94 |
|
|
2019
Q1 | $6.79M | Buy |
22,586
+420
| +2% | +$126K | 0.43% | 92 |
|
|
2018
Q4 | $5.64M | Sell |
22,166
-1,098
| -5% | -$279K | 0.41% | 94 |
|
|
2018
Q3 | $5.74M | Sell |
23,264
-1,793
| -7% | -$442K | 0.32% | 101 |
|
|
2018
Q2 | $6.08M | Sell |
25,057
-674
| -3% | -$164K | 0.34% | 100 |
|
|
2018
Q1 | $6.06M | Sell |
25,731
-3,339
| -11% | -$787K | 0.34% | 100 |
|
|
2017
Q4 | $7.47M | Sell |
29,070
-1,143
| -4% | -$294K | 0.36% | 91 |
|
|
2017
Q3 | $7.33M | Buy |
30,213
+21,734
| +256% | +$5.27M | 0.3% | 97 |
|
|
2017
Q2 | $1.98M | Buy |
8,479
+634
| +8% | +$148K | 0.06% | 131 |
|
|
2017
Q1 | $1.72M | Sell |
7,845
-1,344
| -15% | -$294K | 0.06% | 128 |
|
|
2016
Q4 | $1.62M | Sell |
9,189
-2,660
| -22% | -$470K | 0.05% | 126 |
|
|
2016
Q3 | $2.04M | Buy |
+11,849
| New | +$2.04M | 0.05% | 125 |
|