Patton Albertson Miller Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8M | Buy |
61,040
+1,416
| +2% | +$390K | 2.21% | 7 |
|
|
2025
Q1 | $9.98M | Sell |
59,624
-3,704
| -6% | -$620K | 1.48% | 11 |
|
|
2024
Q4 | $14.7M | Buy |
63,328
+1,832
| +3% | +$425K | 1.96% | 6 |
|
|
2024
Q3 | $10.6M | Buy |
61,496
+1,406
| +2% | +$243K | 1.44% | 14 |
|
|
2024
Q2 | $9.65M | Buy |
60,090
+22,840
| +61% | +$3.67M | 1.37% | 16 |
|
|
2024
Q1 | $4.94M | Buy |
37,250
+19,870
| +114% | +$2.63M | 0.74% | 57 |
|
|
2023
Q4 | $1.94M | Sell |
17,380
-1,240
| -7% | -$138K | 0.32% | 85 |
|
|
2023
Q3 | $1.55M | Sell |
18,620
-1,380
| -7% | -$115K | 0.3% | 93 |
|
|
2023
Q2 | $1.73M | Sell |
20,000
-4,150
| -17% | -$360K | 0.34% | 93 |
|
|
2023
Q1 | $1.55M | Sell |
24,150
-3,460
| -13% | -$222K | 0.28% | 98 |
|
|
2022
Q4 | $1.54M | Sell |
27,610
-710
| -3% | -$39.7K | 0.28% | 94 |
|
|
2022
Q3 | $1.26M | Sell |
28,320
-3,500
| -11% | -$155K | 0.27% | 99 |
|
|
2022
Q2 | $1.55M | Sell |
31,820
-5,370
| -14% | -$261K | 0.32% | 95 |
|
|
2022
Q1 | $2.34M | Sell |
37,190
-6,410
| -15% | -$404K | 0.4% | 85 |
|
|
2021
Q4 | $2.9M | Sell |
43,600
-440
| -1% | -$29.3K | 0.47% | 76 |
|
|
2021
Q3 | $2.14M | Sell |
44,040
-1,060
| -2% | -$51.4K | 0.41% | 83 |
|
|
2021
Q2 | $2.15M | Sell |
45,100
-1,210
| -3% | -$57.7K | 0.49% | 72 |
|
|
2021
Q1 | $2.15M | Sell |
46,310
-1,450
| -3% | -$67.2K | 0.52% | 68 |
|
|
2020
Q4 | $2.34M | Sell |
47,760
-4,100
| -8% | -$201K | 0.55% | 65 |
|
|
2020
Q3 | $1.89M | Buy |
51,860
+220
| +0.4% | +$8.01K | 0.54% | 61 |
|
|
2020
Q2 | $1.63M | Sell |
51,640
-500
| -1% | -$15.8K | 0.47% | 70 |
|
|
2020
Q1 | $1.24M | Sell |
52,140
-1,270
| -2% | -$30.1K | 0.42% | 73 |
|
|
2019
Q4 | $1.69M | Buy |
53,410
+1,520
| +3% | +$48K | 0.44% | 79 |
|
|
2019
Q3 | $1.43M | Buy |
51,890
+3,600
| +7% | +$99.4K | 0.41% | 88 |
|
|
2019
Q2 | $1.33M | Buy |
+48,290
| New | +$1.33M | 0.38% | 88 |
|
|
2018
Q4 | – | Sell |
-540
| Closed | -$12K | – | 129 |
|
|
2018
Q3 | $12K | Buy |
+540
| New | +$12K | 0.01% | 235 |
|