SFA
Sequoia Financial Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $169M | Buy |
614,611
+57,008
| +10% | +$15.7M | 1.16% | 15 |
|
|
2025
Q1 | $93.4M | Buy |
557,603
+7,634
| +1% | +$1.28M | 0.72% | 26 |
|
|
2024
Q4 | $128M | Buy |
549,969
+34,724
| +7% | +$8.05M | 1.23% | 12 |
|
|
2024
Q3 | $88.9M | Buy |
515,245
+466,799
| +964% | +$80.5M | 0.95% | 18 |
|
|
2024
Q2 | $77.8M | Buy |
48,446
+17,036
| +54% | +$27.4M | 0.94% | 20 |
|
|
2024
Q1 | $41.6M | Sell |
31,410
-8,280
| -21% | -$11M | 0.52% | 41 |
|
|
2023
Q4 | $44.3M | Buy |
39,690
+34,949
| +737% | +$39M | 0.55% | 36 |
|
|
2023
Q3 | $3.94M | Buy |
4,741
+268
| +6% | +$223K | 0.07% | 171 |
|
|
2023
Q2 | $3.88M | Buy |
4,473
+690
| +18% | +$599K | 0.07% | 181 |
|
|
2023
Q1 | $2.43M | Buy |
3,783
+156
| +4% | +$100K | 0.05% | 192 |
|
|
2022
Q4 | $2.03M | Buy |
3,627
+1,829
| +102% | +$1.02M | 0.05% | 203 |
|
|
2022
Q3 | $798K | Sell |
1,798
-200
| -10% | -$88.8K | 0.03% | 232 |
|
|
2022
Q2 | $970K | Sell |
1,998
-316
| -14% | -$153K | 0.03% | 234 |
|
|
2022
Q1 | $1.46M | Buy |
2,314
+569
| +33% | +$358K | 0.04% | 217 |
|
|
2021
Q4 | $1.16M | Buy |
+1,745
| New | +$1.16M | 0.03% | 227 |
|
|
2021
Q3 | – | Sell |
-1,147
| Closed | -$547K | – | 273 |
|
|
2021
Q2 | $547K | Buy |
1,147
+185
| +19% | +$88.2K | 0.02% | 265 |
|
|
2021
Q1 | $446K | Sell |
962
-115
| -11% | -$53.3K | 0.02% | 270 |
|
|
2020
Q4 | $471K | Buy |
1,077
+159
| +17% | +$69.5K | 0.02% | 255 |
|
|
2020
Q3 | $334K | Sell |
918
-4
| -0.4% | -$1.46K | 0.02% | 281 |
|
|
2020
Q2 | $291K | Buy |
922
+22
| +2% | +$6.94K | 0.02% | 297 |
|
|
2020
Q1 | $213K | Sell |
900
-1,703
| -65% | -$403K | 0.02% | 322 |
|
|
2019
Q4 | $823K | Buy |
+2,603
| New | +$823K | 0.05% | 159 |
|
|
2019
Q3 | – | Sell |
-2,042
| Closed | -$588K | – | 359 |
|
|
2019
Q2 | $588K | Sell |
2,042
-163
| -7% | -$46.9K | 0.04% | 172 |
|
|
2019
Q1 | $663K | Buy |
+2,205
| New | +$663K | 0.05% | 156 |
|