OIA
Optimum Investment Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.79M | Sell |
13,743
-44
| -0.3% | -$12.1K | 1.65% | 11 |
|
|
2025
Q1 | $2.31M | Buy |
13,787
+268
| +2% | +$44.9K | 1.09% | 17 |
|
|
2024
Q4 | $3.13M | Buy |
13,519
+375
| +3% | +$86.9K | 1.38% | 12 |
|
|
2024
Q3 | $2.27M | Buy |
13,144
+11,735
| +833% | +$2.02M | 0.98% | 18 |
|
|
2024
Q2 | $2.26M | Buy |
1,409
+8
| +0.6% | +$12.8K | 1.02% | 15 |
|
|
2024
Q1 | $1.86M | Hold |
1,401
| – | – | 0.85% | 18 |
|
|
2023
Q4 | $1.56M | Sell |
1,401
-123
| -8% | -$137K | 0.79% | 21 |
|
|
2023
Q3 | $1.27M | Hold |
1,524
| – | – | 0.65% | 28 |
|
|
2023
Q2 | $1.32M | Buy |
1,524
+95
| +7% | +$82.4K | 0.65% | 26 |
|
|
2023
Q1 | $917K | Buy |
1,429
+60
| +4% | +$38.5K | 0.48% | 50 |
|
|
2022
Q4 | $765K | Sell |
1,369
-780
| -36% | -$436K | 0.41% | 62 |
|
|
2022
Q3 | $954K | Buy |
2,149
+1
| +0% | +$444 | 0.51% | 46 |
|
|
2022
Q2 | $1.04M | Hold |
2,148
| – | – | 0.52% | 46 |
|
|
2022
Q1 | $1.35M | Sell |
2,148
-175
| -8% | -$110K | 0.57% | 39 |
|
|
2021
Q4 | $1.55M | Sell |
2,323
-250
| -10% | -$166K | 0.6% | 33 |
|
|
2021
Q3 | $1.25M | Sell |
2,573
-2,665
| -51% | -$1.29M | 0.53% | 39 |
|
|
2021
Q2 | $2.5M | Sell |
5,238
-1,911
| -27% | -$911K | 0.78% | 28 |
|
|
2021
Q1 | $3.32M | Sell |
7,149
-134
| -2% | -$62.1K | 0.97% | 17 |
|
|
2020
Q4 | $3.19M | Buy |
7,283
+476
| +7% | +$208K | 0.97% | 18 |
|
|
2020
Q3 | $2.48M | Buy |
6,807
+250
| +4% | +$91.1K | 0.83% | 24 |
|
|
2020
Q2 | $2.07M | Buy |
6,557
+901
| +16% | +$284K | 0.72% | 26 |
|
|
2020
Q1 | $1.34M | Sell |
5,656
-410
| -7% | -$97.2K | 0.55% | 40 |
|
|
2019
Q4 | $1.92M | Buy |
6,066
+211
| +4% | +$66.7K | 0.57% | 37 |
|
|
2019
Q3 | $1.62M | Sell |
5,855
-495
| -8% | -$137K | 0.51% | 43 |
|
|
2019
Q2 | $1.83M | Hold |
6,350
| – | – | 0.59% | 34 |
|
|
2019
Q1 | $1.91M | Buy |
6,350
+3,635
| +134% | +$1.09M | 0.63% | 29 |
|
|
2018
Q4 | $690K | Hold |
2,715
| – | – | 0.24% | 108 |
|
|
2018
Q3 | $670K | Buy |
2,715
+40
| +1% | +$9.87K | 0.19% | 131 |
|
|
2018
Q2 | $649K | Buy |
2,675
+100
| +4% | +$24.3K | 0.19% | 133 |
|
|
2018
Q1 | $607K | Buy |
2,575
+100
| +4% | +$23.6K | 0.18% | 141 |
|
|
2017
Q4 | $636K | Buy |
2,475
+75
| +3% | +$19.3K | 0.2% | 141 |
|
|
2017
Q3 | $582K | Buy |
2,400
+50
| +2% | +$12.1K | 0.19% | 145 |
|
|
2017
Q2 | $548K | Sell |
2,350
-380
| -14% | -$88.6K | 0.19% | 154 |
|
|
2017
Q1 | $598K | Sell |
2,730
-2
| -0.1% | -$438 | 0.21% | 140 |
|
|
2016
Q4 | $483K | Buy |
2,732
+150
| +6% | +$26.5K | 0.18% | 147 |
|
|
2016
Q3 | $445K | Hold |
2,582
| – | – | 0.17% | 172 |
|
|
2016
Q2 | $401K | Sell |
2,582
-260
| -9% | -$40.4K | 0.16% | 178 |
|
|
2016
Q1 | $439K | Buy |
+2,842
| New | +$439K | 0.17% | 158 |
|
|
2015
Q4 | – | Sell |
-3,240
| Closed | -$405K | – | 277 |
|
|
2015
Q3 | $405K | Buy |
+3,240
| New | +$405K | 0.16% | 167 |
|
|
2015
Q1 | $427K | Hold |
3,365
| – | – | 0.14% | 174 |
|
|
2014
Q4 | $338K | Buy |
3,365
+2,965
| +741% | +$298K | 0.11% | 193 |
|
|
2014
Q3 | $35K | Hold |
400
| – | – | 0.01% | 537 |
|
|
2014
Q2 | $29K | Buy |
+400
| New | +$29K | 0.01% | 589 |
|