Resonant Capital 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 | $9.87M | Buy |
35,809
+5,162
| +17% | +$1.42M | 0.63% | 37 |
|
|
2025
Q1 | $5.13M | Sell |
30,647
-396
| -1% | -$66.3K | 0.36% | 54 |
|
|
2024
Q4 | $7.2M | Sell |
31,043
-186
| -0.6% | -$43.1K | 0.53% | 44 |
|
|
2024
Q3 | $5.39M | Buy |
31,229
+1,959
| +7% | +$338K | 0.4% | 51 |
|
|
2024
Q2 | $4.7M | Buy |
29,270
+2,100
| +8% | +$337K | 0.38% | 58 |
|
|
2024
Q1 | $3.6M | Buy |
27,170
+1,870
| +7% | +$248K | 0.31% | 70 |
|
|
2023
Q4 | $2.82M | Buy |
25,300
+10,880
| +75% | +$1.21M | 0.27% | 77 |
|
|
2023
Q3 | $1.2M | Buy |
14,420
+950
| +7% | +$78.9K | 0.13% | 116 |
|
|
2023
Q2 | $1.17M | Buy |
13,470
+510
| +4% | +$44.2K | 0.13% | 117 |
|
|
2023
Q1 | $831K | Buy |
12,960
+1,830
| +16% | +$117K | 0.09% | 125 |
|
|
2022
Q4 | $622K | Buy |
11,130
+5,770
| +108% | +$323K | 0.08% | 149 |
|
|
2022
Q3 | $238K | Sell |
5,360
-190
| -3% | -$8.44K | 0.04% | 203 |
|
|
2022
Q2 | $270K | Buy |
5,550
+450
| +9% | +$21.9K | 0.04% | 203 |
|
|
2022
Q1 | $320K | Buy |
5,100
+540
| +12% | +$33.9K | 0.05% | 177 |
|
|
2021
Q4 | $303K | Buy |
+4,560
| New | +$303K | 0.05% | 172 |
|
|
2020
Q1 | – | Sell |
-7,010
| Closed | -$222K | – | 190 |
|
|
2019
Q4 | $222K | Buy |
+7,010
| New | +$222K | 0.07% | 191 |
|