PA
Pinnacle Associates’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131M | Sell |
476,640
-26,298
| -5% | -$7.25M | 1.9% | 5 |
|
|
2025
Q1 | $84.2M | Sell |
502,938
-35,451
| -7% | -$5.94M | 1.23% | 11 |
|
|
2024
Q4 | $125M | Buy |
538,389
+466,958
| +654% | +$108M | 1.69% | 4 |
|
|
2024
Q3 | $79.7M | Buy |
71,431
+15,202
| +27% | +$17M | 1.36% | 7 |
|
|
2024
Q2 | $90.3M | Sell |
56,229
-10,694
| -16% | -$17.2M | 1.41% | 9 |
|
|
2024
Q1 | $88.7M | Sell |
66,923
-4,508
| -6% | -$5.97M | 1.4% | 9 |
|
|
2023
Q4 | $79.7M | Sell |
71,431
-985
| -1% | -$1.1M | 1.34% | 7 |
|
|
2023
Q3 | $60.1M | Sell |
72,416
-607
| -0.8% | -$504K | 1.12% | 9 |
|
|
2023
Q2 | $63.3M | Buy |
73,023
+8,521
| +13% | +$7.39M | 1.1% | 10 |
|
|
2023
Q1 | $41.4M | Buy |
64,502
+11,411
| +21% | +$7.32M | 0.85% | 23 |
|
|
2022
Q4 | $29.7M | Buy |
53,091
+546
| +1% | +$305K | 0.65% | 37 |
|
|
2022
Q3 | $23.3M | Buy |
52,545
+3,305
| +7% | +$1.47M | 0.54% | 45 |
|
|
2022
Q2 | $23.9M | Sell |
49,240
-2,884
| -6% | -$1.4M | 0.52% | 48 |
|
|
2022
Q1 | $32.8M | Buy |
52,124
+5,743
| +12% | +$3.62M | 0.58% | 43 |
|
|
2021
Q4 | $30.9M | Sell |
46,381
-113
| -0.2% | -$75.2K | 0.53% | 46 |
|
|
2021
Q3 | $22.5M | Buy |
46,494
+1,952
| +4% | +$947K | 0.42% | 67 |
|
|
2021
Q2 | $21.2M | Buy |
44,542
+1,136
| +3% | +$542K | 0.38% | 76 |
|
|
2021
Q1 | $20.1M | Buy |
43,406
+2,294
| +6% | +$1.06M | 0.38% | 75 |
|
|
2020
Q4 | $18M | Sell |
41,112
-3,474
| -8% | -$1.52M | 0.37% | 75 |
|
|
2020
Q3 | $16.2M | Sell |
44,586
-1,355
| -3% | -$494K | 0.39% | 75 |
|
|
2020
Q2 | $14.5M | Sell |
45,941
-2,105
| -4% | -$664K | 0.36% | 79 |
|
|
2020
Q1 | $11.4M | Buy |
48,046
+10,172
| +27% | +$2.41M | 0.35% | 84 |
|
|
2019
Q4 | $12M | Buy |
37,874
+2,440
| +7% | +$771K | 0.26% | 106 |
|
|
2019
Q3 | $9.78M | Buy |
35,434
+8,454
| +31% | +$2.33M | 0.23% | 121 |
|
|
2019
Q2 | $7.77M | Buy |
26,980
+1,953
| +8% | +$562K | 0.18% | 155 |
|
|
2019
Q1 | $7.53M | Sell |
25,027
-949
| -4% | -$285K | 0.17% | 158 |
|
|
2018
Q4 | $6.61M | Sell |
25,976
-1,269
| -5% | -$323K | 0.17% | 162 |
|
|
2018
Q3 | $6.72M | Buy |
27,245
+7,419
| +37% | +$1.83M | 0.14% | 176 |
|
|
2018
Q2 | $4.81M | Buy |
+19,826
| New | +$4.81M | 0.1% | 208 |
|
|
2018
Q1 | – | Sell |
-12,602
| Closed | -$3.24M | – | 681 |
|
|
2017
Q4 | $3.24M | Buy |
12,602
+1,394
| +12% | +$358K | 0.06% | 256 |
|
|
2017
Q3 | $2.72M | Buy |
11,208
+277
| +3% | +$67.2K | 0.05% | 274 |
|
|
2017
Q2 | $2.55M | Buy |
10,931
+1,371
| +14% | +$320K | 0.05% | 275 |
|
|
2017
Q1 | $2.09M | Sell |
9,560
-567
| -6% | -$124K | 0.04% | 310 |
|
|
2016
Q4 | $1.79M | Sell |
10,127
-478
| -5% | -$84.5K | 0.04% | 316 |
|
|
2016
Q3 | $1.83M | Sell |
10,605
-264
| -2% | -$45.5K | 0.04% | 313 |
|
|
2016
Q2 | $1.69M | Sell |
10,869
-8,061
| -43% | -$1.25M | 0.04% | 312 |
|
|
2016
Q1 | $2.93M | Sell |
18,930
-2,226
| -11% | -$344K | 0.06% | 245 |
|
|
2015
Q4 | $3.07M | Sell |
21,156
-1,140
| -5% | -$165K | 0.06% | 239 |
|
|
2015
Q3 | $2.79M | Buy |
22,296
+11
| +0% | +$1.38K | 0.06% | 248 |
|
|
2015
Q2 | $2.96M | Sell |
22,285
-8,085
| -27% | -$1.07M | 0.06% | 255 |
|
|
2015
Q1 | $3.86M | Buy |
30,370
+5,870
| +24% | +$745K | 0.07% | 222 |
|
|
2014
Q4 | $2.46M | Sell |
24,500
-2,875
| -11% | -$289K | 0.05% | 263 |
|
|
2014
Q3 | $2.38M | Sell |
27,375
-600
| -2% | -$52.2K | 0.05% | 267 |
|
|
2014
Q2 | $2.02M | Buy |
27,975
+11,475
| +70% | +$827K | 0.04% | 288 |
|
|
2014
Q1 | $1.06M | Sell |
16,500
-400
| -2% | -$25.8K | 0.02% | 341 |
|
|
2013
Q4 | $894K | Sell |
16,900
-200
| -1% | -$10.6K | 0.02% | 369 |
|
|
2013
Q3 | $737K | Buy |
17,100
+300
| +2% | +$12.9K | 0.02% | 383 |
|
|
2013
Q2 | $628K | Buy |
+16,800
| New | +$628K | 0.01% | 392 |
|