Regatta Capital Group’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.15M Buy
19,874
+1,053
+6% +$346K 0.93% 22
2025
Q4
$6.51M Sell
18,821
-4,692
-20% -$1.68M 0.98% 20
2025
Q3
$7.76M Sell
23,513
-3,054
-11% -$937K 1.23% 18
2025
Q2
$7.32M Buy
26,567
+1,927
+8% +$418K 1.26% 18
2025
Q1
$4.13M Buy
24,640
+652
+3% +$138K 0.8% 24
2024
Q4
$5.56M Buy
23,988
+608
+3% +$112K 1.08% 19
2024
Q3
$4.03M Buy
23,380
+520
+2% +$83.4K 0.78% 23
2024
Q2
$3.67M Buy
22,860
+490
+2% +$68.7K 0.79% 22
2024
Q1
$2.96M Sell
22,370
-6,160
-22% -$763K 0.67% 30
2023
Q4
$3.18M Buy
28,530
+170
+0.6% +$16.1K 0.84% 25
2023
Q3
$2.36M Sell
28,360
-560
-2% -$48.5K 0.75% 27
2023
Q2
$2.51M Sell
28,920
-1,510
-5% -$108K 0.8% 25
2023
Q1
$1.7M Hold
30,430
0.61% 38
2022
Q4
$1.7M Buy
30,430
+1,220
+4% +$61.2K 0.61% 38
2022
Q3
$1.42M Buy
29,210
+230
+0.8% +$11.8K 0.58% 46
2022
Q2
$1.41M Buy
28,980
+860
+3% +$48.3K 0.67% 38
2022
Q1
$1.77M Buy
28,120
+290
+1% +$17.2K 0.61% 38
2021
Q4
$1.85M Buy
+27,830
New +$1.56M 0.65% 40

Other funds holding AVGO