Patriot Financial Group Insurance Agency’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.73M | Buy |
20,786
+5,419
| +35% | +$1.49M | 0.66% | 28 |
|
|
2025
Q1 | $2.57M | Buy |
15,367
+1,119
| +8% | +$187K | 0.34% | 67 |
|
|
2024
Q4 | $3.3M | Buy |
14,248
+439
| +3% | +$102K | 0.44% | 52 |
|
|
2024
Q3 | $2.38M | Sell |
13,809
-261
| -2% | -$45K | 0.32% | 69 |
|
|
2024
Q2 | $2.26M | Buy |
14,070
+1,220
| +9% | +$196K | 0.33% | 66 |
|
|
2024
Q1 | $1.7M | Buy |
12,850
+1,750
| +16% | +$232K | 0.27% | 87 |
|
|
2023
Q4 | $1.24M | Buy |
11,100
+350
| +3% | +$39.1K | 0.23% | 103 |
|
|
2023
Q3 | $893K | Sell |
10,750
-150
| -1% | -$12.5K | 0.18% | 147 |
|
|
2023
Q2 | $946K | Sell |
10,900
-200
| -2% | -$17.4K | 0.18% | 137 |
|
|
2023
Q1 | $712K | Buy |
11,100
+860
| +8% | +$55.2K | 0.14% | 167 |
|
|
2022
Q4 | $572K | Buy |
10,240
+40
| +0.4% | +$2.24K | 0.08% | 187 |
|
|
2022
Q3 | $453K | Sell |
10,200
-760
| -7% | -$33.8K | 0.11% | 208 |
|
|
2022
Q2 | $532K | Buy |
10,960
+590
| +6% | +$28.6K | 0.11% | 193 |
|
|
2022
Q1 | $653K | Sell |
10,370
-950
| -8% | -$59.8K | 0.12% | 195 |
|
|
2021
Q4 | $753K | Sell |
11,320
-600
| -5% | -$39.9K | 0.13% | 174 |
|
|
2021
Q3 | $578K | Sell |
11,920
-400
| -3% | -$19.4K | 0.1% | 205 |
|
|
2021
Q2 | $587K | Sell |
12,320
-150
| -1% | -$7.15K | 0.11% | 201 |
|
|
2021
Q1 | $578K | Sell |
12,470
-360
| -3% | -$16.7K | 0.13% | 169 |
|
|
2020
Q4 | $562K | Sell |
12,830
-380
| -3% | -$16.6K | 0.14% | 159 |
|
|
2020
Q3 | $481K | Sell |
13,210
-1,300
| -9% | -$47.3K | 0.16% | 139 |
|
|
2020
Q2 | $458K | Sell |
14,510
-1,320
| -8% | -$41.7K | 0.18% | 128 |
|
|
2020
Q1 | $375K | Sell |
15,830
-2,420
| -13% | -$57.3K | 0.17% | 128 |
|
|
2019
Q4 | $577K | Buy |
18,250
+1,350
| +8% | +$42.7K | 0.22% | 97 |
|
|
2019
Q3 | $467K | Buy |
16,900
+1,590
| +10% | +$43.9K | 0.21% | 95 |
|
|
2019
Q2 | $452K | Buy |
15,310
+300
| +2% | +$8.86K | 0.2% | 91 |
|
|
2019
Q1 | $451K | Buy |
15,010
+210
| +1% | +$6.31K | 0.23% | 72 |
|
|
2018
Q4 | $376K | Buy |
14,800
+6,350
| +75% | +$161K | 0.25% | 67 |
|
|
2018
Q3 | $208K | Buy |
+8,450
| New | +$208K | 0.12% | 114 |
|