OneDigital Investment 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 | $25.6M | Sell |
92,969
-3,906
| -4% | -$1.08M | 0.28% | 75 |
|
|
2025
Q1 | $16.2M | Sell |
96,875
-1,409
| -1% | -$236K | 0.19% | 106 |
|
|
2024
Q4 | $22.8M | Sell |
98,284
-7,477
| -7% | -$1.73M | 0.26% | 73 |
|
|
2024
Q3 | $18.2M | Sell |
105,761
-3,549
| -3% | -$612K | 0.21% | 92 |
|
|
2024
Q2 | $17.5M | Buy |
109,310
+26,790
| +32% | +$4.3M | 0.22% | 90 |
|
|
2024
Q1 | $10.9M | Sell |
82,520
-2,240
| -3% | -$297K | 0.17% | 118 |
|
|
2023
Q4 | $9.46M | Buy |
84,760
+5,430
| +7% | +$606K | 0.17% | 126 |
|
|
2023
Q3 | $6.59M | Buy |
79,330
+5,940
| +8% | +$493K | 0.14% | 133 |
|
|
2023
Q2 | $6.37M | Sell |
73,390
-3,040
| -4% | -$264K | 0.14% | 126 |
|
|
2023
Q1 | $4.9M | Buy |
76,430
+2,920
| +4% | +$187K | 0.12% | 145 |
|
|
2022
Q4 | $4.11M | Buy |
73,510
+8,540
| +13% | +$477K | 0.12% | 144 |
|
|
2022
Q3 | $2.89M | Buy |
64,970
+1,140
| +2% | +$50.6K | 0.11% | 141 |
|
|
2022
Q2 | $3.1M | Buy |
63,830
+670
| +1% | +$32.6K | 0.13% | 111 |
|
|
2022
Q1 | $3.98M | Buy |
63,160
+1,780
| +3% | +$112K | 0.15% | 95 |
|
|
2021
Q4 | $4.08M | Buy |
61,380
+45,840
| +295% | +$3.05M | 0.14% | 92 |
|
|
2021
Q3 | $754K | Buy |
15,540
+210
| +1% | +$10.2K | 0.03% | 321 |
|
|
2021
Q2 | $731K | Buy |
15,330
+1,100
| +8% | +$52.5K | 0.03% | 317 |
|
|
2021
Q1 | $660K | Sell |
14,230
-630
| -4% | -$29.2K | 0.03% | 320 |
|
|
2020
Q4 | $651K | Buy |
14,860
+680
| +5% | +$29.8K | 0.03% | 296 |
|
|
2020
Q3 | $517K | Buy |
14,180
+6,190
| +77% | +$226K | 0.04% | 298 |
|
|
2020
Q2 | $252K | Buy |
+7,990
| New | +$252K | 0.02% | 477 |
|
|
2019
Q3 | – | Sell |
-450
| Closed | -$13K | – | 562 |
|
|
2019
Q2 | $13K | Buy |
450
+200
| +80% | +$5.78K | ﹤0.01% | 879 |
|
|
2019
Q1 | $8K | Hold |
250
| – | – | ﹤0.01% | 915 |
|
|
2018
Q4 | $6K | Buy |
+250
| New | +$6K | ﹤0.01% | 929 |
|
|
2018
Q3 | – | Sell |
-250
| Closed | -$6K | – | 1048 |
|
|
2018
Q2 | $6K | Hold |
250
| – | – | ﹤0.01% | 1134 |
|
|
2018
Q1 | $6K | Hold |
250
| – | – | ﹤0.01% | 1119 |
|
|
2017
Q4 | $6K | Buy |
+250
| New | +$6K | ﹤0.01% | 1056 |
|