SageView Advisory Group’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.85M Buy
2025
Q1
$4.04M Buy
2024
Q4
$5.04M Buy
2024
Q3
$3.13M Sell
2024
Q2
$3.24M Buy
2024
Q1
$1.51M Sell
2023
Q4
$2.75M Buy
2023
Q3
$715K Buy
2023
Q2
$621K Buy
2023
Q1
$362K Buy
2022
Q4
$277K Buy