SevenBridge 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 | $4.51M | Buy |
14,404
+2,577
| +22% | +$806K | 0.79% | 31 |
|
|
2025
Q1 | $2.62M | Buy |
11,827
+5,251
| +80% | +$1.16M | 0.52% | 65 |
|
|
2024
Q4 | $1.55M | Buy |
6,576
+205
| +3% | +$48.2K | 0.29% | 91 |
|
|
2024
Q3 | $1.14M | Sell |
6,371
-58,389
| -90% | -$10.4M | 0.22% | 103 |
|
|
2024
Q2 | $932K | Buy |
64,760
+58,610
| +953% | +$844K | 0.21% | 104 |
|
|
2024
Q1 | $786K | Buy |
6,150
+50
| +0.8% | +$6.39K | 0.18% | 113 |
|
|
2023
Q4 | $681K | Hold |
6,100
| – | – | 0.16% | 115 |
|
|
2023
Q3 | $507K | Buy |
6,100
+80
| +1% | +$6.65K | 0.13% | 124 |
|
|
2023
Q2 | $522K | Buy |
6,020
+20
| +0.3% | +$1.74K | 0.13% | 122 |
|
|
2023
Q1 | $385K | Hold |
6,000
| – | – | 0.11% | 134 |
|
|
2022
Q4 | $336K | Sell |
6,000
-270
| -4% | -$15.1K | 0.1% | 147 |
|
|
2022
Q3 | $278K | Buy |
6,270
+40
| +0.6% | +$1.77K | 0.09% | 145 |
|
|
2022
Q2 | $303K | Sell |
6,230
-970
| -13% | -$47.2K | 0.12% | 114 |
|
|
2022
Q1 | $453K | Sell |
7,200
-3,010
| -29% | -$189K | 0.16% | 102 |
|
|
2021
Q4 | $679K | Buy |
10,210
+80
| +0.8% | +$5.32K | 0.21% | 99 |
|
|
2021
Q3 | $491K | Sell |
10,130
-320
| -3% | -$15.5K | 0.16% | 107 |
|
|
2021
Q2 | $498K | Buy |
10,450
+40
| +0.4% | +$1.91K | 0.16% | 108 |
|
|
2021
Q1 | $483K | Buy |
10,410
+50
| +0.5% | +$2.32K | 0.18% | 105 |
|
|
2020
Q4 | $454K | Buy |
10,360
+120
| +1% | +$5.26K | 0.18% | 101 |
|
|
2020
Q3 | $373K | Buy |
+10,240
| New | +$373K | 0.17% | 100 |
|
|
2019
Q3 | – | Sell |
-2,790
| Closed | -$80K | – | 174 |
|
|
2019
Q2 | $80K | Buy |
2,790
+350
| +14% | +$10K | 0.03% | 208 |
|
|
2019
Q1 | $73K | Buy |
2,440
+200
| +9% | +$5.98K | 0.03% | 192 |
|
|
2018
Q4 | $57K | Hold |
2,240
| – | – | 0.03% | 197 |
|
|
2018
Q3 | $55K | Hold |
2,240
| – | – | 0.03% | 217 |
|
|
2018
Q2 | $54K | Buy |
2,240
+40
| +2% | +$964 | 0.03% | 232 |
|
|
2018
Q1 | $52K | Sell |
2,200
-50
| -2% | -$1.18K | 0.03% | 232 |
|
|
2017
Q4 | $58K | Sell |
2,250
-750
| -25% | -$19.3K | 0.03% | 232 |
|
|
2017
Q3 | $73K | Hold |
3,000
| – | – | 0.04% | 214 |
|
|
2017
Q2 | $70K | Hold |
3,000
| – | – | 0.04% | 217 |
|
|
2017
Q1 | $65K | Hold |
3,000
| – | – | 0.04% | 214 |
|
|
2016
Q4 | $51K | Hold |
3,000
| – | – | 0.04% | 248 |
|
|
2016
Q3 | $51K | Buy |
+3,000
| New | +$51K | 0.04% | 244 |
|