SAG
SageView Advisory Group’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.85M | Buy |
30,071
+5,952
| +25% | +$1.75M | 0.33% | 34 |
|
|
2025
Q1 | $4.04M | Buy |
24,119
+2,363
| +11% | +$396K | 0.17% | 65 |
|
|
2024
Q4 | $5.04M | Buy |
21,756
+3,614
| +20% | +$838K | 0.22% | 58 |
|
|
2024
Q3 | $3.13M | Buy |
18,142
+16,126
| +800% | +$2.78M | 0.16% | 80 |
|
|
2024
Q2 | $3.24M | Buy |
2,016
+876
| +77% | +$1.41M | 0.15% | 81 |
|
|
2024
Q1 | $1.51M | Sell |
1,140
-1,132
| -50% | -$1.5M | 0.08% | 142 |
|
|
2023
Q4 | $2.75M | Buy |
2,272
+1,411
| +164% | +$1.7M | 0.12% | 107 |
|
|
2023
Q3 | $715K | Buy |
861
+145
| +20% | +$120K | 0.04% | 263 |
|
|
2023
Q2 | $621K | Buy |
716
+152
| +27% | +$132K | 0.03% | 314 |
|
|
2023
Q1 | $362K | Buy |
564
+68
| +14% | +$43.7K | 0.02% | 357 |
|
|
2022
Q4 | $277K | Buy |
+496
| New | +$277K | 0.02% | 338 |
|