Optimum Investment Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.53M | Hold |
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|
2025
Q2 | $3.79M | Sell |
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|
2025
Q1 | $2.31M | Buy |
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|
2024
Q4 | $3.13M | Buy |
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|
2024
Q3 | $2.27M | Sell |
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|
2024
Q2 | $2.26M | Buy |
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|
2024
Q1 | $1.86M | Hold |
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|
2023
Q4 | $1.56M | Sell |
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|
2023
Q3 | $1.27M | Hold |
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|
2023
Q2 | $1.32M | Buy |
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|
2023
Q1 | $917K | Buy |
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|
2022
Q4 | $765K | Sell |
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|
2022
Q3 | $954K | Buy |
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|
2022
Q2 | $1.04M | Hold |
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|
2022
Q1 | $1.35M | Sell |
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|
2021
Q4 | $1.55M | Sell |
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|
2021
Q3 | $1.25M | Sell |
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|
2021
Q2 | $2.5M | Sell |
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|
2021
Q1 | $3.31M | Sell |
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|
2020
Q4 | $3.19M | Buy |
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|
2020
Q3 | $2.48M | Buy |
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|
2020
Q2 | $2.07M | Buy |
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|
2020
Q1 | $1.34M | Sell |
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|
2019
Q4 | $1.92M | Buy |
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|
2019
Q3 | $1.62M | Sell |
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|
2019
Q2 | $1.83M | Hold |
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|
2019
Q1 | $1.91M | Buy |
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|
2018
Q4 | $690K | Hold |
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|
2018
Q3 | $670K | Buy |
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|
2018
Q2 | $649K | Buy |
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|
2018
Q1 | $607K | Buy |
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|
2017
Q4 | $636K | Buy |
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|
2017
Q3 | $582K | Buy |
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|
2017
Q2 | $548K | Sell |
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|
2017
Q1 | $598K | Sell |
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|
2016
Q4 | $483K | Buy |
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|
2016
Q3 | $445K | Hold |
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|
2016
Q2 | $401K | Sell |
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|
2016
Q1 | $439K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $405K | Buy |
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|
2015
Q1 | $427K | Hold |
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|
2014
Q4 | $338K | Buy |
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|
2014
Q3 | $35K | Hold |
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|
2014
Q2 | $29K | Buy |
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