Sather Financial 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 | $224K | Buy |
+814
| New | +$224K | 0.01% | 104 |
|
|
2023
Q4 | – | Sell |
-7,260
| Closed | -$603K | – | 94 |
|
|
2023
Q3 | $603K | Buy |
7,260
+290
| +4% | +$24.1K | 0.05% | 58 |
|
|
2023
Q2 | $605K | Sell |
6,970
-110
| -2% | -$9.54K | 0.05% | 60 |
|
|
2023
Q1 | $454K | Hold |
7,080
| – | – | 0.04% | 66 |
|
|
2022
Q4 | $396K | Sell |
7,080
-310
| -4% | -$17.3K | 0.03% | 84 |
|
|
2022
Q3 | $328K | Sell |
7,390
-500
| -6% | -$22.2K | 0.04% | 59 |
|
|
2022
Q2 | $383K | Sell |
7,890
-540
| -6% | -$26.2K | 0.04% | 57 |
|
|
2022
Q1 | $531K | Buy |
8,430
+610
| +8% | +$38.4K | 0.05% | 54 |
|
|
2021
Q4 | $520K | Sell |
7,820
-2,000
| -20% | -$133K | 0.05% | 47 |
|
|
2021
Q3 | $476K | Buy |
+9,820
| New | +$476K | 0.05% | 46 |
|
|
2020
Q4 | – | Sell |
-7,900
| Closed | -$287K | – | 46 |
|
|
2020
Q3 | $287K | Sell |
7,900
-100
| -1% | -$3.63K | 0.05% | 36 |
|
|
2020
Q2 | $252K | Sell |
8,000
-4,000
| -33% | -$126K | 0.04% | 38 |
|
|
2020
Q1 | $285K | Buy |
12,000
+2,800
| +30% | +$66.5K | 0.06% | 49 |
|
|
2019
Q4 | $291K | Buy |
+9,200
| New | +$291K | 0.05% | 66 |
|