Roundview Capital’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.05M | Sell |
14,708
-3,572
| -20% | -$985K | 0.27% | 85 |
|
|
2025
Q1 | $3.06M | Buy |
18,280
+1,033
| +6% | +$173K | 0.22% | 104 |
|
|
2024
Q4 | $4M | Buy |
17,247
+9,168
| +113% | +$2.13M | 0.28% | 80 |
|
|
2024
Q3 | $1.39M | Buy |
8,079
+2,379
| +42% | +$410K | 0.1% | 181 |
|
|
2024
Q2 | $915K | Buy |
5,700
+790
| +16% | +$127K | 0.07% | 210 |
|
|
2024
Q1 | $651K | Buy |
4,910
+710
| +17% | +$94.1K | 0.05% | 234 |
|
|
2023
Q4 | $469K | Hold |
4,200
| – | – | 0.04% | 251 |
|
|
2023
Q3 | $349K | Buy |
4,200
+20
| +0.5% | +$1.66K | 0.04% | 260 |
|
|
2023
Q2 | $363K | Hold |
4,180
| – | – | 0.04% | 261 |
|
|
2023
Q1 | $268K | Buy |
4,180
+120
| +3% | +$7.7K | 0.03% | 290 |
|
|
2022
Q4 | $227K | Buy |
+4,060
| New | +$227K | 0.03% | 280 |
|
|
2018
Q3 | – | Sell |
-29,740
| Closed | -$722K | – | 217 |
|
|
2018
Q2 | $722K | Buy |
29,740
+1,420
| +5% | +$34.5K | 0.19% | 140 |
|
|
2018
Q1 | $667K | Sell |
28,320
-1,000
| -3% | -$23.6K | 0.19% | 138 |
|
|
2017
Q4 | $753K | Buy |
29,320
+9,300
| +46% | +$239K | 0.19% | 129 |
|
|
2017
Q3 | $486K | Buy |
+20,020
| New | +$486K | 0.14% | 158 |
|
|
2017
Q2 | – | Sell |
-11,050
| Closed | -$242K | – | 216 |
|
|
2017
Q1 | $242K | Buy |
+11,050
| New | +$242K | 0.08% | 185 |
|