PIA
Perennial Investment Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.66M | Sell |
20,532
-340
| -2% | -$93.7K | 0.55% | 34 |
|
|
2025
Q1 | $3.49M | Buy |
20,872
+2,897
| +16% | +$485K | 0.39% | 49 |
|
|
2024
Q4 | $4.17M | Buy |
17,975
+1,429
| +9% | +$331K | 0.49% | 42 |
|
|
2024
Q3 | $2.85M | Buy |
16,546
+14,836
| +868% | +$2.56M | 0.37% | 58 |
|
|
2024
Q2 | $2.75M | Buy |
1,710
+341
| +25% | +$547K | 0.39% | 54 |
|
|
2024
Q1 | $1.82M | Buy |
1,369
+129
| +10% | +$171K | 0.28% | 70 |
|
|
2023
Q4 | $1.39M | Hold |
1,240
| – | – | 0.23% | 81 |
|
|
2023
Q3 | $1.03M | Buy |
1,240
+15
| +1% | +$12.5K | 0.19% | 98 |
|
|
2023
Q2 | $1.06M | Buy |
1,225
+59
| +5% | +$51.2K | 0.19% | 101 |
|
|
2023
Q1 | $749K | Buy |
1,166
+110
| +10% | +$70.6K | 0.14% | 126 |
|
|
2022
Q4 | $592K | Buy |
1,056
+59
| +6% | +$33.1K | 0.24% | 84 |
|
|
2022
Q3 | $443K | Sell |
997
-2,512
| -72% | -$1.12M | 0.2% | 95 |
|
|
2022
Q2 | $1.7M | Buy |
3,509
+64
| +2% | +$31K | 0.67% | 31 |
|
|
2022
Q1 | $2.17M | Buy |
3,445
+581
| +20% | +$366K | 0.69% | 31 |
|
|
2021
Q4 | $1.91M | Buy |
2,864
+316
| +12% | +$211K | 0.6% | 32 |
|
|
2021
Q3 | $1.24M | Buy |
2,548
+52
| +2% | +$25.2K | 0.44% | 48 |
|
|
2021
Q2 | $1.19M | Buy |
2,496
+8
| +0.3% | +$3.81K | 0.43% | 50 |
|
|
2021
Q1 | $1.15M | Buy |
2,488
+18
| +0.7% | +$8.34K | 0.46% | 47 |
|
|
2020
Q4 | $1.08M | Buy |
2,470
+11
| +0.4% | +$4.81K | 0.46% | 44 |
|
|
2020
Q3 | $895K | Sell |
2,459
-265
| -10% | -$96.5K | 0.45% | 48 |
|
|
2020
Q2 | $860K | Buy |
2,724
+53
| +2% | +$16.7K | 0.58% | 35 |
|
|
2020
Q1 | $634K | Buy |
2,671
+199
| +8% | +$47.2K | 0.56% | 37 |
|
|
2019
Q4 | $783K | Buy |
+2,472
| New | +$783K | 0.62% | 42 |
|