Oxbow Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.79M | Sell |
10,125
-595
| -6% | -$164K | 0.31% | 81 |
|
2025
Q1 | $1.79M | Sell |
10,720
-70
| -0.6% | -$11.7K | 0.19% | 92 |
|
2024
Q4 | $2.5M | Buy |
10,790
+72
| +0.7% | +$16.7K | 0.29% | 80 |
|
2024
Q3 | $1.85M | Sell |
10,718
-4,612
| -30% | -$796K | 0.18% | 83 |
|
2024
Q2 | $2.46M | Buy |
15,330
+800
| +6% | +$128K | 0.29% | 66 |
|
2024
Q1 | $1.93M | Buy |
14,530
+3,410
| +31% | +$452K | 0.26% | 61 |
|
2023
Q4 | $1.24M | Sell |
11,120
-40
| -0.4% | -$4.47K | 0.19% | 72 |
|
2023
Q3 | $927K | Sell |
11,160
-7,800
| -41% | -$648K | 0.15% | 79 |
|
2023
Q2 | $1.64M | Sell |
18,960
-4,090
| -18% | -$355K | 0.26% | 59 |
|
2023
Q1 | $1.48M | Buy |
23,050
+1,110
| +5% | +$71.2K | 0.26% | 60 |
|
2022
Q4 | $1.23M | Sell |
21,940
-1,440
| -6% | -$80.5K | 0.23% | 73 |
|
2022
Q3 | $1.04M | Buy |
23,380
+930
| +4% | +$41.3K | 0.16% | 94 |
|
2022
Q2 | $1.09M | Buy |
22,450
+410
| +2% | +$19.9K | 0.15% | 97 |
|
2022
Q1 | $1.39M | Buy |
22,040
+290
| +1% | +$18.3K | 0.14% | 97 |
|
2021
Q4 | $1.45M | Buy |
21,750
+1,340
| +7% | +$89.1K | 0.14% | 101 |
|
2021
Q3 | $990K | Buy |
20,410
+2,510
| +14% | +$122K | 0.1% | 139 |
|
2021
Q2 | $854K | Buy |
17,900
+1,700
| +10% | +$81.1K | 0.09% | 159 |
|
2021
Q1 | $751K | Hold |
16,200
| – | – | 0.09% | 150 |
|
2020
Q4 | $709K | Buy |
16,200
+2,750
| +20% | +$120K | 0.09% | 150 |
|
2020
Q3 | $490K | Buy |
13,450
+850
| +7% | +$31K | 0.06% | 181 |
|
2020
Q2 | $398K | Sell |
12,600
-2,130
| -14% | -$67.3K | 0.06% | 202 |
|
2020
Q1 | $349K | Hold |
14,730
| – | – | 0.06% | 203 |
|
2019
Q4 | $465K | Buy |
14,730
+1,750
| +13% | +$55.2K | 0.05% | 216 |
|
2019
Q3 | $358K | Hold |
12,980
| – | – | 0.05% | 221 |
|
2019
Q2 | $374K | Buy |
12,980
+350
| +3% | +$10.1K | 0.05% | 226 |
|
2019
Q1 | $380K | Buy |
12,630
+650
| +5% | +$19.6K | 0.05% | 217 |
|
2018
Q4 | $305K | Buy |
11,980
+150
| +1% | +$3.82K | 0.04% | 221 |
|
2018
Q3 | $292K | Sell |
11,830
-860
| -7% | -$21.2K | 0.04% | 233 |
|
2018
Q2 | $308K | Hold |
12,690
| – | – | 0.04% | 236 |
|
2018
Q1 | $299K | Sell |
12,690
-4,510
| -26% | -$106K | 0.06% | 180 |
|
2017
Q4 | $442K | Buy |
17,200
+2,130
| +14% | +$54.7K | 0.08% | 178 |
|
2017
Q3 | $366K | Hold |
15,070
| – | – | 0.07% | 175 |
|
2017
Q2 | $351K | Buy |
+15,070
| New | +$351K | 0.06% | 183 |
|