Plante Moran Financial 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 | $627K | Sell |
2,275
-458
| -17% | -$126K | 0.04% | 70 |
|
|
2025
Q1 | $458K | Buy |
2,733
+685
| +33% | +$115K | 0.04% | 85 |
|
|
2024
Q4 | $475K | Sell |
2,048
-1,506
| -42% | -$349K | 0.04% | 93 |
|
|
2024
Q3 | $613K | Sell |
3,554
-586
| -14% | -$101K | 0.05% | 75 |
|
|
2024
Q2 | $665K | Sell |
4,140
-2,700
| -39% | -$434K | 0.07% | 66 |
|
|
2024
Q1 | $907K | Buy |
6,840
+3,890
| +132% | +$516K | 0.1% | 52 |
|
|
2023
Q4 | $329K | Buy |
2,950
+1,170
| +66% | +$131K | 0.03% | 116 |
|
|
2023
Q3 | $148K | Sell |
1,780
-190
| -10% | -$15.8K | 0.02% | 184 |
|
|
2023
Q2 | $171K | Buy |
1,970
+120
| +6% | +$10.4K | 0.02% | 174 |
|
|
2023
Q1 | $119K | Sell |
1,850
-340
| -16% | -$21.8K | 0.02% | 209 |
|
|
2022
Q4 | $122K | Buy |
2,190
+20
| +0.9% | +$1.12K | 0.02% | 208 |
|
|
2022
Q3 | $96K | Sell |
2,170
-360
| -14% | -$15.9K | 0.02% | 217 |
|
|
2022
Q2 | $123K | Sell |
2,530
-580
| -19% | -$28.2K | 0.02% | 196 |
|
|
2022
Q1 | $196K | Sell |
3,110
-2,120
| -41% | -$134K | 0.04% | 161 |
|
|
2021
Q4 | $348K | Sell |
5,230
-3,990
| -43% | -$265K | 0.06% | 122 |
|
|
2021
Q3 | $447K | Buy |
9,220
+6,310
| +217% | +$306K | 0.1% | 99 |
|
|
2021
Q2 | $139K | Buy |
2,910
+110
| +4% | +$5.25K | 0.03% | 213 |
|
|
2021
Q1 | $130K | Buy |
2,800
+2,050
| +273% | +$95.2K | 0.04% | 217 |
|
|
2020
Q4 | $33K | Sell |
750
-640
| -46% | -$28.2K | 0.01% | 425 |
|
|
2020
Q3 | $51K | Buy |
1,390
+380
| +38% | +$13.9K | 0.02% | 317 |
|
|
2020
Q2 | $32K | Sell |
1,010
-130
| -11% | -$4.12K | 0.01% | 349 |
|
|
2020
Q1 | $27K | Sell |
1,140
-30
| -3% | -$711 | 0.01% | 339 |
|
|
2019
Q4 | $37K | Buy |
1,170
+320
| +38% | +$10.1K | 0.01% | 362 |
|
|
2019
Q3 | $23K | Sell |
850
-350
| -29% | -$9.47K | 0.01% | 464 |
|
|
2019
Q2 | $35K | Buy |
1,200
+600
| +100% | +$17.5K | 0.01% | 395 |
|
|
2019
Q1 | $18K | Hold |
600
| – | – | 0.01% | 482 |
|
|
2018
Q4 | $15K | Hold |
600
| – | – | 0.01% | 450 |
|
|
2018
Q3 | $15K | Sell |
600
-2,040
| -77% | -$51K | ﹤0.01% | 452 |
|
|
2018
Q2 | $64K | Sell |
2,640
-1,200
| -31% | -$29.1K | 0.03% | 285 |
|
|
2018
Q1 | $90K | Buy |
3,840
+250
| +7% | +$5.86K | 0.05% | 247 |
|
|
2017
Q4 | $92K | Buy |
3,590
+350
| +11% | +$8.97K | 0.05% | 237 |
|
|
2017
Q3 | $79K | Hold |
3,240
| – | – | 0.05% | 238 |
|
|
2017
Q2 | $76K | Sell |
3,240
-830
| -20% | -$19.5K | 0.05% | 248 |
|
|
2017
Q1 | $89K | Sell |
4,070
-100
| -2% | -$2.19K | 0.05% | 221 |
|
|
2016
Q4 | $74K | Sell |
4,170
-4,710
| -53% | -$83.6K | 0.05% | 260 |
|
|
2016
Q3 | $153K | Buy |
8,880
+2,670
| +43% | +$46K | 0.1% | 145 |
|
|
2016
Q2 | $97K | Buy |
6,210
+2,260
| +57% | +$35.3K | 0.07% | 188 |
|
|
2016
Q1 | $61K | Sell |
3,950
-910
| -19% | -$14.1K | 0.05% | 235 |
|
|
2015
Q4 | $71K | Sell |
4,860
-310
| -6% | -$4.53K | 0.05% | 227 |
|
|
2015
Q3 | $65K | Buy |
5,170
+4,000
| +342% | +$50.3K | 0.05% | 229 |
|
|
2015
Q2 | $16K | Sell |
1,170
-170
| -13% | -$2.33K | 0.01% | 449 |
|
|
2015
Q1 | $17K | Sell |
1,340
-310
| -19% | -$3.93K | 0.01% | 426 |
|
|
2014
Q4 | $17K | Hold |
1,650
| – | – | 0.01% | 426 |
|
|
2014
Q3 | $14K | Sell |
1,650
-890
| -35% | -$7.55K | 0.01% | 466 |
|
|
2014
Q2 | $18K | Buy |
+2,540
| New | +$18K | 0.02% | 397 |
|
|
2014
Q1 | – | Sell |
-50
| Closed | – | – | 620 |
|
|
2013
Q4 | $0 | Hold |
50
| – | – | ﹤0.01% | 684 |
|
|
2013
Q3 | $0 | Buy |
+50
| New | – | ﹤0.01% | 635 |
|