PFS
Prospera Financial Services’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.8M | Sell |
231,326
-39,470
| -15% | -$10.9M | 1.19% | 10 |
|
|
2025
Q1 | $45.3M | Buy |
270,796
+6,384
| +2% | +$1.07M | 1.04% | 9 |
|
|
2024
Q4 | $61.3M | Buy |
264,412
+38,220
| +17% | +$8.86M | 1.43% | 7 |
|
|
2024
Q3 | $39M | Buy |
226,192
+205,422
| +989% | +$35.4M | 1% | 11 |
|
|
2024
Q2 | $33.4M | Buy |
20,770
+1,882
| +10% | +$3.03M | 0.93% | 15 |
|
|
2024
Q1 | $25.1M | Sell |
18,888
-85
| -0.4% | -$113K | 0.75% | 22 |
|
|
2023
Q4 | $21.2M | Sell |
18,973
-179
| -0.9% | -$200K | 0.7% | 22 |
|
|
2023
Q3 | $15.9M | Buy |
19,152
+1,756
| +10% | +$1.46M | 0.62% | 28 |
|
|
2023
Q2 | $15.1M | Buy |
17,396
+3,595
| +26% | +$3.12M | 0.58% | 29 |
|
|
2023
Q1 | $8.87M | Buy |
13,801
+599
| +5% | +$385K | 0.36% | 56 |
|
|
2022
Q4 | $7.38M | Buy |
13,202
+149
| +1% | +$83.3K | 0.37% | 64 |
|
|
2022
Q3 | $5.81M | Sell |
13,053
-636
| -5% | -$283K | 0.3% | 74 |
|
|
2022
Q2 | $6.66M | Sell |
13,689
-788
| -5% | -$383K | 0.34% | 55 |
|
|
2022
Q1 | $9.13M | Buy |
14,477
+3,399
| +31% | +$2.14M | 0.38% | 36 |
|
|
2021
Q4 | $7.38M | Buy |
11,078
+483
| +5% | +$322K | 0.32% | 59 |
|
|
2021
Q3 | $5.14M | Sell |
10,595
-154
| -1% | -$74.7K | 0.26% | 93 |
|
|
2021
Q2 | $5.13M | Buy |
10,749
+110
| +1% | +$52.5K | 0.26% | 91 |
|
|
2021
Q1 | $4.94M | Buy |
10,639
+53
| +0.5% | +$24.6K | 0.29% | 74 |
|
|
2020
Q4 | $4.64M | Buy |
10,586
+4,966
| +88% | +$2.18M | 0.32% | 59 |
|
|
2020
Q3 | $2.05M | Sell |
5,620
-4,352
| -44% | -$1.59M | 0.78% | 24 |
|
|
2020
Q2 | $3.15M | Buy |
9,972
+444
| +5% | +$140K | 0.28% | 90 |
|
|
2020
Q1 | $2.26M | Buy |
9,528
+113
| +1% | +$26.8K | 0.24% | 101 |
|
|
2019
Q4 | $2.98M | Sell |
9,415
-2
| -0% | -$632 | 0.23% | 98 |
|
|
2019
Q3 | $2.6M | Buy |
9,417
+864
| +10% | +$239K | 0.27% | 77 |
|
|
2019
Q2 | $2.46M | Sell |
8,553
-1,175
| -12% | -$337K | 0.28% | 72 |
|
|
2019
Q1 | $2.94M | Buy |
9,728
+907
| +10% | +$274K | 0.97% | 19 |
|
|
2018
Q4 | $2.21M | Buy |
8,821
+3,045
| +53% | +$762K | 0.45% | 37 |
|
|
2018
Q3 | $1.43M | Buy |
5,776
+4,506
| +355% | +$1.11M | 0.27% | 89 |
|
|
2018
Q2 | $311K | Buy |
+1,270
| New | +$311K | 0.04% | 338 |
|
|
2017
Q3 | – | Sell |
-1,052
| Closed | -$247K | – | 432 |
|
|
2017
Q2 | $247K | Buy |
1,052
+25
| +2% | +$5.87K | 0.04% | 351 |
|
|
2017
Q1 | $223K | Sell |
1,027
-178
| -15% | -$38.7K | 0.04% | 321 |
|
|
2016
Q4 | $211K | Sell |
1,205
-216
| -15% | -$37.8K | 0.04% | 344 |
|
|
2016
Q3 | $245K | Sell |
1,421
-104
| -7% | -$17.9K | 0.05% | 307 |
|
|
2016
Q2 | $237K | Buy |
+1,525
| New | +$237K | 0.05% | 288 |
|