Private Advisory Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.2M | Buy |
98,847
+6,628
| +7% | +$1.83M | 2.47% | 9 |
|
|
2025
Q1 | $15.4M | Buy |
92,219
+16,944
| +23% | +$2.84M | 1.73% | 14 |
|
|
2024
Q4 | $17.5M | Buy |
75,275
+6,446
| +9% | +$1.49M | 1.95% | 13 |
|
|
2024
Q3 | $11.9M | Buy |
68,829
+44,039
| +178% | +$7.6M | 1.42% | 14 |
|
|
2024
Q2 | $3.98M | Sell |
24,790
-4,350
| -15% | -$699K | 0.52% | 50 |
|
|
2024
Q1 | $3.86M | Buy |
29,140
+4,530
| +18% | +$600K | 0.55% | 54 |
|
|
2023
Q4 | $2.75M | Buy |
24,610
+2,140
| +10% | +$239K | 0.48% | 55 |
|
|
2023
Q3 | $1.87M | Buy |
22,470
+3,790
| +20% | +$315K | 0.37% | 74 |
|
|
2023
Q2 | $1.62M | Buy |
+18,680
| New | +$1.62M | 0.32% | 80 |
|
|
2023
Q1 | – | Sell |
-11,700
| Closed | -$654K | – | 202 |
|
|
2022
Q4 | $654K | Buy |
+11,700
| New | +$654K | 0.14% | 119 |
|