Sargent Investment Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.46M | Buy |
14,773
+3,548
| +32% | +$1.07M | 0.6% | 34 |
|
|
2025
Q1 | $1.88M | Buy |
11,225
+3,946
| +54% | +$661K | 0.3% | 61 |
|
|
2024
Q4 | $1.64M | Buy |
7,279
+3,299
| +83% | +$743K | 0.27% | 72 |
|
|
2024
Q3 | $687K | Buy |
3,980
+230
| +6% | +$39.7K | 0.12% | 107 |
|
|
2024
Q2 | $602K | Buy |
3,750
+230
| +7% | +$36.9K | 0.12% | 110 |
|
|
2024
Q1 | $467K | Sell |
3,520
-2,050
| -37% | -$272K | 0.1% | 120 |
|
|
2023
Q4 | $622K | Buy |
5,570
+90
| +2% | +$10K | 0.14% | 115 |
|
|
2023
Q3 | $455K | Sell |
5,480
-50
| -0.9% | -$4.15K | 0.11% | 125 |
|
|
2023
Q2 | $480K | Buy |
5,530
+220
| +4% | +$19.1K | 0.12% | 119 |
|
|
2023
Q1 | $341K | Sell |
5,310
-1,220
| -19% | -$78.4K | 0.09% | 141 |
|
|
2022
Q4 | $365K | Sell |
6,530
-440
| -6% | -$24.6K | 0.11% | 130 |
|
|
2022
Q3 | $334K | Sell |
6,970
-250
| -3% | -$12K | 0.1% | 132 |
|
|
2022
Q2 | $351K | Sell |
7,220
-50
| -0.7% | -$2.43K | 0.11% | 132 |
|
|
2022
Q1 | $458K | Hold |
7,270
| – | – | 0.12% | 123 |
|
|
2021
Q4 | $484K | Hold |
7,270
| – | – | 0.11% | 118 |
|
|
2021
Q3 | $353K | Sell |
7,270
-50
| -0.7% | -$2.43K | 0.09% | 137 |
|
|
2021
Q2 | $349K | Sell |
7,320
-160
| -2% | -$7.63K | 0.08% | 145 |
|
|
2021
Q1 | $347K | Sell |
7,480
-780
| -9% | -$36.2K | 0.09% | 137 |
|
|
2020
Q4 | $362K | Sell |
8,260
-2,930
| -26% | -$128K | 0.11% | 129 |
|
|
2020
Q3 | $408K | Buy |
+11,190
| New | +$408K | 0.15% | 110 |
|