PA
Perennial Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Buy |
+1,100
| New | +$303K | 0.06% | 98 |
|
|
2024
Q2 | $234K | Sell |
146
-9
| -6% | -$14.5K | 0.05% | 101 |
|
|
2024
Q1 | $205K | Buy |
+155
| New | +$205K | 0.05% | 105 |
|
|
2021
Q3 | – | Sell |
-205
| Closed | -$98K | – | 96 |
|
|
2021
Q2 | $98K | Hold |
205
| – | – | 0.03% | 111 |
|
|
2021
Q1 | $95K | Sell |
205
-13
| -6% | -$6.02K | 0.03% | 110 |
|
|
2020
Q4 | $95K | Buy |
+218
| New | +$95K | 0.03% | 104 |
|
|
2020
Q3 | – | Sell |
-208
| Closed | -$66K | – | 85 |
|
|
2020
Q2 | $66K | Buy |
+208
| New | +$66K | 0.03% | 111 |
|
|
2019
Q1 | – | Sell |
-125
| Closed | -$32K | – | 90 |
|
|
2018
Q4 | $32K | Buy |
125
+1
| +0.8% | +$256 | 0.02% | 114 |
|
|
2018
Q3 | $31K | Hold |
124
| – | – | 0.02% | 118 |
|
|
2018
Q2 | $30K | Buy |
124
+17
| +16% | +$4.11K | 0.02% | 121 |
|
|
2018
Q1 | $25K | Buy |
107
+7
| +7% | +$1.64K | 0.02% | 124 |
|
|
2017
Q4 | $26K | Hold |
100
| – | – | 0.02% | 133 |
|
|
2017
Q3 | $24K | Hold |
100
| – | – | 0.02% | 122 |
|
|
2017
Q2 | $23K | Hold |
100
| – | – | 0.02% | 126 |
|
|
2017
Q1 | $22K | Hold |
100
| – | – | 0.02% | 118 |
|
|
2016
Q4 | $18K | Buy |
+100
| New | +$18K | 0.01% | 131 |
|