SMA
Sage Mountain Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.2M | Buy |
80,680
+3,895
| +5% | +$1.07M | 1.45% | 14 |
|
|
2025
Q1 | $12.9M | Sell |
76,785
-1,291
| -2% | -$216K | 0.95% | 17 |
|
|
2024
Q4 | $18.1M | Buy |
78,076
+3,812
| +5% | +$884K | 1.32% | 12 |
|
|
2024
Q3 | $12.8M | Buy |
74,264
+67,218
| +954% | +$11.6M | 1.09% | 15 |
|
|
2024
Q2 | $11.3M | Buy |
7,046
+371
| +6% | +$596K | 1.05% | 15 |
|
|
2024
Q1 | $8.85M | Buy |
6,675
+139
| +2% | +$184K | 0.92% | 18 |
|
|
2023
Q4 | $7.3M | Buy |
6,536
+157
| +2% | +$175K | 0.85% | 19 |
|
|
2023
Q3 | $5.3M | Buy |
6,379
+131
| +2% | +$109K | 0.73% | 20 |
|
|
2023
Q2 | $5.42M | Buy |
6,248
+74
| +1% | +$64.2K | 0.77% | 20 |
|
|
2023
Q1 | $3.96M | Buy |
6,174
+5,569
| +920% | +$3.57M | 0.64% | 24 |
|
|
2022
Q4 | $338K | Buy |
605
+6
| +1% | +$3.36K | 0.08% | 97 |
|
|
2022
Q3 | $266K | Sell |
599
-62
| -9% | -$27.5K | 0.07% | 125 |
|
|
2022
Q2 | $321K | Sell |
661
-112
| -14% | -$54.4K | 0.06% | 322 |
|
|
2022
Q1 | $487K | Sell |
773
-14
| -2% | -$8.82K | 0.08% | 269 |
|
|
2021
Q4 | $524K | Buy |
787
+3
| +0.4% | +$2K | 0.06% | 290 |
|
|
2021
Q3 | $380K | Buy |
784
+319
| +69% | +$155K | 0.05% | 309 |
|
|
2021
Q2 | $222K | Buy |
+465
| New | +$222K | 0.04% | 373 |
|