Orion Portfolio Solutions’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $39.2M | Buy |
233,980
+23,123
| +11% | +$3.87M | 0.38% | 39 |
|
|
2024
Q4 | $48.9M | Buy |
210,857
+14,825
| +8% | +$3.44M | 0.49% | 34 |
|
|
2024
Q3 | $33.8M | Buy |
196,032
+20,042
| +11% | +$3.46M | 0.34% | 49 |
|
|
2024
Q2 | $28.3M | Buy |
175,990
+430
| +0.2% | +$69K | 0.3% | 57 |
|
|
2024
Q1 | $23.3M | Buy |
175,560
+2,790
| +2% | +$370K | 0.25% | 75 |
|
|
2023
Q4 | $18.6M | Buy |
172,770
+6,460
| +4% | +$694K | 0.22% | 95 |
|
|
2023
Q3 | $13.8M | Sell |
166,310
-44,420
| -21% | -$3.69M | 0.17% | 128 |
|
|
2023
Q2 | $18.3M | Sell |
210,730
-112,840
| -35% | -$9.79M | 0.19% | 96 |
|
|
2023
Q1 | $20.8M | Buy |
323,570
+274,290
| +557% | +$17.6M | 0.26% | 75 |
|
|
2022
Q4 | $2.76M | Buy |
49,280
+12,620
| +34% | +$706K | 0.1% | 148 |
|
|
2022
Q3 | $1.63M | Buy |
36,660
+11,470
| +46% | +$509K | 0.06% | 185 |
|
|
2022
Q2 | $1.22M | Buy |
25,190
+2,290
| +10% | +$111K | 0.05% | 221 |
|
|
2022
Q1 | $1.44M | Buy |
22,900
+210
| +0.9% | +$13.2K | 0.05% | 212 |
|
|
2021
Q4 | $1.51M | Buy |
22,690
+4,060
| +22% | +$270K | 0.05% | 212 |
|
|
2021
Q3 | $904K | Buy |
18,630
+3,870
| +26% | +$188K | 0.03% | 269 |
|
|
2021
Q2 | $704K | Sell |
14,760
-430
| -3% | -$20.5K | 0.03% | 289 |
|
|
2021
Q1 | $704K | Buy |
15,190
+2,090
| +16% | +$96.9K | 0.03% | 254 |
|
|
2020
Q4 | $574K | Buy |
13,100
+20
| +0.2% | +$876 | 0.03% | 279 |
|
|
2020
Q3 | $477K | Buy |
13,080
+1,600
| +14% | +$58.3K | 0.02% | 276 |
|
|
2020
Q2 | $362K | Buy |
11,480
+2,580
| +29% | +$81.4K | 0.02% | 286 |
|
|
2020
Q1 | $211K | Sell |
8,900
-28,020
| -76% | -$664K | 0.01% | 308 |
|
|
2019
Q4 | $1.17M | Buy |
+36,920
| New | +$1.17M | 0.09% | 124 |
|