S.R. Schill & Associates’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,234
| Closed | -$1.59M | – | 26 |
|
|
2024
Q3 | $1.59M | Sell |
9,234
-46,026
| -83% | -$7.38M | 1.13% | 15 |
|
|
2024
Q2 | $8.87M | Sell |
55,260
-780
| -1% | -$109K | 3.89% | 7 |
|
|
2024
Q1 | $7.43M | Sell |
56,040
-1,550
| -3% | -$192K | 3.23% | 8 |
|
|
2023
Q4 | $6.43M | Sell |
57,590
-130
| -0.2% | -$12.3K | 2.86% | 9 |
|
|
2023
Q3 | $4.79M | Sell |
57,720
-300
| -0.5% | -$26K | 2.33% | 10 |
|
|
2023
Q2 | $5.03M | Sell |
58,020
-1,070
| -2% | -$76.3K | 2.29% | 10 |
|
|
2023
Q1 | $3.79M | Buy |
59,090
+1,100
| +2% | +$66.2K | 1.76% | 12 |
|
|
2022
Q4 | $3.24M | Sell |
57,990
-670
| -1% | -$33.6K | 1.61% | 13 |
|
|
2022
Q3 | $2.6M | Buy |
58,660
+3,200
| +6% | +$163K | 1.39% | 16 |
|
|
2022
Q2 | $2.69M | Buy |
55,460
+370
| +0.7% | +$20.8K | 1.35% | 17 |
|
|
2022
Q1 | $3.47M | Sell |
55,090
-16,890
| -23% | -$1M | 1.46% | 18 |
|
|
2021
Q4 | $4.79M | Buy |
71,980
+1,370
| +2% | +$77K | 1.91% | 13 |
|
|
2021
Q3 | $3.42M | Sell |
70,610
-5,410
| -7% | -$263K | 1.46% | 16 |
|
|
2021
Q2 | $3.63M | Sell |
76,020
-4,050
| -5% | -$188K | 1.44% | 17 |
|
|
2021
Q1 | $3.71M | Buy |
80,070
+2,690
| +3% | +$124K | 1.63% | 14 |
|
|
2020
Q4 | $3.39M | Buy |
77,380
+5,170
| +7% | +$202K | 1.56% | 14 |
|
|
2020
Q3 | $2.63M | Buy |
72,210
+5,860
| +9% | +$196K | 1.33% | 17 |
|
|
2020
Q2 | $2.09M | Buy |
66,350
+15,800
| +31% | +$442K | 1.22% | 16 |
|
|
2020
Q1 | $1.2M | Buy |
50,550
+8,450
| +20% | +$238K | 0.8% | 20 |
|
|
2019
Q4 | $1.33M | Buy |
42,100
+5,100
| +14% | +$155K | 0.72% | 30 |
|
|
2019
Q3 | $1.02M | Buy |
37,000
+8,620
| +30% | +$245K | 0.57% | 31 |
|
|
2019
Q2 | $817K | Buy |
28,380
+30
| +0.1% | +$874 | 0.51% | 37 |
|
|
2019
Q1 | $853K | Buy |
28,350
+3,720
| +15% | +$101K | 0.51% | 37 |
|
|
2018
Q4 | $626K | Buy |
+24,630
| New | +$581K | 0.44% | 42 |
|
|
2017
Q2 | – | Sell |
-14,440
| Closed | -$316K | – | 73 |
|
|
2017
Q1 | $316K | Sell |
14,440
-700
| -5% | -$14.4K | 0.2% | 55 |
|
|
2016
Q4 | $268K | Buy |
15,140
+1,430
| +10% | +$24.8K | 0.17% | 60 |
|
|
2016
Q3 | $237K | Sell |
13,710
-240
| -2% | -$4.01K | 0.16% | 64 |
|
|
2016
Q2 | $217K | Buy |
13,950
+50
| +0.4% | +$762 | 0.15% | 59 |
|
|
2016
Q1 | $215K | Buy |
+13,900
| New | +$188K | 0.15% | 64 |
|
Other funds holding AVGO
S.R. Schill & Associates's AVGO Position: Q4 2024 in Review
S.R. Schill & Associates sold out of Broadcom (AVGO) in Q4 2024, closing a stake of 9,234 shares — an estimated $1.59M sold.
S.R. Schill & Associates first reported a position in AVGO in Q1 2016 and held it in 29 quarters. The position peaked at $8.87M in Q2 2024. 3,914 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.
- S.R. Schill & Associates reported no remaining Broadcom position as of Q4 2024 after selling out during the quarter.
- S.R. Schill & Associates sold 9,234 Broadcom shares in Q4 2024, an estimated $1.59M.
- S.R. Schill & Associates first reported a position in Broadcom in Q1 2016 and held it in 29 quarters.
- S.R. Schill & Associates's Broadcom position peaked at $8.87M in Q2 2024.
- 3,914 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.
Based on S.R. Schill & Associates's 13F filing for Q4 2024, filed 22 Jan 2025.