Peddock Capital 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 | $3.61M | Buy |
13,089
+560
| +4% | +$154K | 0.83% | 31 |
|
2025
Q1 | $2.1M | Sell |
12,529
-78
| -0.6% | -$13.1K | 0.53% | 50 |
|
2024
Q4 | $2.92M | Sell |
12,607
-338
| -3% | -$78.4K | 0.7% | 37 |
|
2024
Q3 | $2.23M | Buy |
12,945
+405
| +3% | +$69.9K | 0.54% | 48 |
|
2024
Q2 | $2.01M | Sell |
12,540
-50
| -0.4% | -$8.03K | 0.52% | 48 |
|
2024
Q1 | $1.67M | Buy |
12,590
+1,440
| +13% | +$191K | 0.44% | 57 |
|
2023
Q4 | $1.25M | Sell |
11,150
-1,260
| -10% | -$141K | 0.38% | 65 |
|
2023
Q3 | $1.03M | Buy |
12,410
+260
| +2% | +$21.6K | 0.34% | 68 |
|
2023
Q2 | $1.05M | Buy |
12,150
+420
| +4% | +$36.4K | 0.35% | 67 |
|
2023
Q1 | $753K | Buy |
11,730
+1,760
| +18% | +$113K | 0.26% | 81 |
|
2022
Q4 | $557K | Sell |
9,970
-2,080
| -17% | -$116K | 0.22% | 89 |
|
2022
Q3 | $535K | Buy |
12,050
+460
| +4% | +$20.4K | 0.22% | 100 |
|
2022
Q2 | $563K | Buy |
11,590
+630
| +6% | +$30.6K | 0.22% | 99 |
|
2022
Q1 | $690K | Buy |
+10,960
| New | +$690K | 0.22% | 94 |
|
2021
Q1 | – | Sell |
-1,000
| Closed | -$44K | – | 161 |
|
2020
Q4 | $44K | Buy |
+1,000
| New | +$44K | 0.02% | 171 |
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$32K | – | 114 |
|
2019
Q4 | $32K | Buy |
+1,000
| New | +$32K | 0.02% | 179 |
|
2019
Q2 | – | Sell |
-1,000
| Closed | -$30K | – | 121 |
|
2019
Q1 | $30K | Hold |
1,000
| – | – | 0.02% | 178 |
|
2018
Q4 | $25K | Sell |
1,000
-100
| -9% | -$2.5K | 0.01% | 191 |
|
2018
Q3 | $27K | Hold |
1,100
| – | – | 0.01% | 195 |
|
2018
Q2 | $27K | Buy |
1,100
+100
| +10% | +$2.46K | 0.01% | 194 |
|
2018
Q1 | $24K | Hold |
1,000
| – | – | 0.01% | 196 |
|
2017
Q4 | $26K | Hold |
1,000
| – | – | 0.01% | 195 |
|
2017
Q3 | $24K | Hold |
1,000
| – | – | 0.01% | 195 |
|
2017
Q2 | $23K | Hold |
1,000
| – | – | 0.01% | 199 |
|
2017
Q1 | $22K | Buy |
+1,000
| New | +$22K | 0.01% | 178 |
|
2016
Q4 | – | Sell |
-600
| Closed | -$10K | – | 232 |
|
2016
Q3 | $10K | Buy |
+600
| New | +$10K | 0.01% | 206 |
|