Orion Capital Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Buy |
1,335
+160
| +14% | +$44.1K | 0.14% | 90 |
|
|
2025
Q1 | $197K | Buy |
1,175
+80
| +7% | +$13.4K | 0.08% | 132 |
|
|
2024
Q4 | $254K | Sell |
1,095
-105
| -9% | -$24.3K | 0.11% | 106 |
|
|
2024
Q3 | $207K | Buy |
1,200
+220
| +22% | +$38K | 0.1% | 122 |
|
|
2024
Q2 | $157K | Sell |
980
-100
| -9% | -$16.1K | 0.08% | 127 |
|
|
2024
Q1 | $143K | Hold |
1,080
| – | – | 0.08% | 140 |
|
|
2023
Q4 | $121K | Hold |
1,080
| – | – | 0.07% | 153 |
|
|
2023
Q3 | $89.7K | Buy |
+1,080
| New | +$89.7K | 0.06% | 166 |
|
|
2023
Q2 | – | Sell |
-1,150
| Closed | -$73.8K | – | 152 |
|
|
2023
Q1 | $73.8K | Sell |
1,150
-210
| -15% | -$13.5K | 0.05% | 183 |
|
|
2022
Q4 | $76K | Hold |
1,360
| – | – | 0.06% | 168 |
|
|
2022
Q3 | $60K | Buy |
1,360
+850
| +167% | +$37.5K | 0.05% | 179 |
|
|
2022
Q2 | $25K | Hold |
510
| – | – | 0.02% | 244 |
|
|
2022
Q1 | $32K | Buy |
510
+210
| +70% | +$13.2K | 0.02% | 237 |
|
|
2021
Q4 | $20K | Hold |
300
| – | – | 0.01% | 256 |
|
|
2021
Q3 | $15K | Hold |
300
| – | – | 0.01% | 263 |
|
|
2021
Q2 | $14K | Hold |
300
| – | – | 0.01% | 250 |
|
|
2021
Q1 | $14K | Hold |
300
| – | – | 0.01% | 232 |
|
|
2020
Q4 | $13K | Buy |
+300
| New | +$13K | 0.01% | 229 |
|