PF
Phoenix Financial’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.5M | Buy |
211,125
+50,576
| +32% | +$13.8M | 0.76% | 32 |
|
|
2025
Q1 | $26.9M | Sell |
160,549
-41,259
| -20% | -$6.92M | 0.41% | 46 |
|
|
2024
Q4 | $46.8M | Sell |
201,808
-7,823
| -4% | -$1.81M | 0.64% | 37 |
|
|
2024
Q3 | $36.2M | Buy |
209,631
+194,979
| +1,331% | +$33.7M | 0.53% | 41 |
|
|
2024
Q2 | $23.3M | Buy |
14,652
+1,333
| +10% | +$2.12M | 0.36% | 52 |
|
|
2024
Q1 | $17.6M | Buy |
13,319
+6,763
| +103% | +$8.95M | 0.24% | 63 |
|
|
2023
Q4 | $7.46M | Buy |
6,556
+2,163
| +49% | +$2.46M | 0.12% | 85 |
|
|
2023
Q3 | $3.66M | Buy |
4,393
+28
| +0.6% | +$23.3K | 0.07% | 126 |
|
|
2023
Q2 | $3.76M | Buy |
+4,365
| New | +$3.76M | 0.08% | 106 |
|
|
2022
Q4 | – | Sell |
-5,239
| Closed | -$2.34M | – | 287 |
|
|
2022
Q3 | $2.34M | Buy |
5,239
+993
| +23% | +$444K | 0.05% | 133 |
|
|
2022
Q2 | $2.06M | Buy |
4,246
+585
| +16% | +$284K | 0.04% | 159 |
|
|
2022
Q1 | $2.31M | Sell |
3,661
-329
| -8% | -$207K | 0.04% | 175 |
|
|
2021
Q4 | $2.67M | Buy |
3,990
+572
| +17% | +$382K | 0.04% | 169 |
|
|
2021
Q3 | $1.66M | Buy |
+3,418
| New | +$1.66M | 0.03% | 225 |
|
|
2021
Q2 | – | Sell |
-4,391
| Closed | -$2.03M | – | 301 |
|
|
2021
Q1 | $2.03M | Buy |
4,391
+1,461
| +50% | +$675K | 0.05% | 221 |
|
|
2020
Q4 | $1.28M | Buy |
+2,930
| New | +$1.28M | 0.03% | 214 |
|
|
2020
Q2 | – | Sell |
-4,804
| Closed | -$1.11M | – | 311 |
|
|
2020
Q1 | $1.11M | Buy |
4,804
+2,125
| +79% | +$492K | 0.06% | 200 |
|
|
2019
Q4 | $842K | Buy |
2,679
+967
| +56% | +$304K | 0.04% | 160 |
|
|
2019
Q3 | $448K | Buy |
+1,712
| New | +$448K | 0.02% | 160 |
|