Optas LLC’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.24M | Buy |
33,509
+2,655
| +9% | +$732K | 1.76% | 13 |
|
|
2025
Q1 | $5.17M | Buy |
30,854
+500
| +2% | +$83.7K | 0.9% | 19 |
|
|
2024
Q4 | $7.04M | Buy |
30,354
+264
| +0.9% | +$61.2K | 1.52% | 17 |
|
|
2024
Q3 | $5.19M | Buy |
30,090
+550
| +2% | +$94.9K | 1.19% | 18 |
|
|
2024
Q2 | $4.74M | Buy |
29,540
+330
| +1% | +$53K | 1.22% | 17 |
|
|
2024
Q1 | $3.87M | Sell |
29,210
-1,850
| -6% | -$245K | 1.06% | 22 |
|
|
2023
Q4 | $3.47M | Buy |
31,060
+200
| +0.6% | +$22.3K | 1.04% | 21 |
|
|
2023
Q3 | $2.56M | Buy |
30,860
+30
| +0.1% | +$2.49K | 0.85% | 22 |
|
|
2023
Q2 | $2.67M | Sell |
30,830
-1,820
| -6% | -$158K | 0.89% | 21 |
|
|
2023
Q1 | $2.09M | Buy |
32,650
+610
| +2% | +$39.1K | 0.75% | 25 |
|
|
2022
Q4 | $1.79M | Sell |
32,040
-610
| -2% | -$34.1K | 0.74% | 18 |
|
|
2022
Q3 | $1.45M | Buy |
32,650
+650
| +2% | +$28.9K | 0.64% | 26 |
|
|
2022
Q2 | $1.56M | Buy |
32,000
+130
| +0.4% | +$6.32K | 0.64% | 25 |
|
|
2022
Q1 | $2.01M | Buy |
31,870
+300
| +1% | +$18.9K | 0.66% | 24 |
|
|
2021
Q4 | $2.1M | Buy |
31,570
+50
| +0.2% | +$3.33K | 0.6% | 28 |
|
|
2021
Q3 | $1.53M | Sell |
31,520
-920
| -3% | -$44.6K | 0.44% | 35 |
|
|
2021
Q2 | $1.55M | Buy |
32,440
+1,250
| +4% | +$59.6K | 0.44% | 35 |
|
|
2021
Q1 | $1.45M | Sell |
31,190
-9,900
| -24% | -$459K | 0.45% | 32 |
|
|
2020
Q4 | $1.8M | Sell |
41,090
-4,450
| -10% | -$195K | 0.58% | 29 |
|
|
2020
Q3 | $1.66M | Buy |
45,540
+34,420
| +310% | +$1.25M | 0.51% | 31 |
|
|
2020
Q2 | $350K | Sell |
11,120
-80
| -0.7% | -$2.52K | 0.14% | 84 |
|
|
2020
Q1 | $268K | Buy |
11,200
+1,530
| +16% | +$36.6K | 0.13% | 101 |
|
|
2019
Q4 | $305K | Buy |
+9,670
| New | +$305K | 0.12% | 120 |
|