Shaker Investments’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Buy |
42,255
+5,200
| +14% | +$1.43M | 4.77% | 2 |
|
|
2025
Q1 | $6.2M | Sell |
37,055
-4,529
| -11% | -$758K | 2.99% | 5 |
|
|
2024
Q4 | $9.64M | Sell |
41,584
-11,353
| -21% | -$2.63M | 4.04% | 3 |
|
|
2024
Q3 | $9.13M | Buy |
52,937
+107
| +0.2% | +$18.5K | 3.8% | 2 |
|
|
2024
Q2 | $8.48M | Sell |
52,830
-370
| -0.7% | -$59.4K | 3.69% | 5 |
|
|
2024
Q1 | $7.05M | Sell |
53,200
-10,540
| -17% | -$1.4M | 2.99% | 5 |
|
|
2023
Q4 | $7.12M | Sell |
63,740
-10
| -0% | -$1.12K | 3.32% | 3 |
|
|
2023
Q3 | $5.29M | Sell |
63,750
-700
| -1% | -$58.1K | 2.92% | 4 |
|
|
2023
Q2 | $5.59M | Sell |
64,450
-22,270
| -26% | -$1.93M | 2.85% | 6 |
|
|
2023
Q1 | $5.56M | Buy |
86,720
+740
| +0.9% | +$47.5K | 3.11% | 4 |
|
|
2022
Q4 | $4.81M | Buy |
85,980
+830
| +1% | +$46.4K | 2.98% | 7 |
|
|
2022
Q3 | $3.78M | Buy |
85,150
+140
| +0.2% | +$6.22K | 2.54% | 9 |
|
|
2022
Q2 | $4.13M | Buy |
85,010
+380
| +0.4% | +$18.5K | 2.62% | 8 |
|
|
2022
Q1 | $5.33M | Buy |
84,630
+370
| +0.4% | +$23.3K | 2.71% | 7 |
|
|
2021
Q4 | $5.61M | Sell |
84,260
-20
| -0% | -$1.33K | 2.42% | 10 |
|
|
2021
Q3 | $4.09M | Buy |
84,280
+160
| +0.2% | +$7.76K | 1.8% | 16 |
|
|
2021
Q2 | $4.01M | Hold |
84,120
| – | – | 1.85% | 16 |
|
|
2021
Q1 | $3.9M | Sell |
84,120
-40
| -0% | -$1.85K | 1.89% | 16 |
|
|
2020
Q4 | $3.69M | Buy |
84,160
+290
| +0.3% | +$12.7K | 1.85% | 16 |
|
|
2020
Q3 | $3.06M | Sell |
83,870
-1,510
| -2% | -$55K | 1.56% | 21 |
|
|
2020
Q2 | $2.7M | Sell |
85,380
-25,520
| -23% | -$806K | 1.53% | 21 |
|
|
2020
Q1 | $2.63M | Sell |
110,900
-7,170
| -6% | -$170K | 2.25% | 17 |
|
|
2019
Q4 | $3.73M | Buy |
118,070
+780
| +0.7% | +$24.6K | 2.22% | 13 |
|
|
2019
Q3 | $3.24M | Buy |
117,290
+3,000
| +3% | +$82.8K | 2.12% | 16 |
|
|
2019
Q2 | $3.29M | Buy |
114,290
+8,890
| +8% | +$256K | 2.19% | 14 |
|
|
2019
Q1 | $3.17M | Sell |
105,400
-39,220
| -27% | -$1.18M | 2.19% | 13 |
|
|
2018
Q4 | $3.68M | Buy |
144,620
+68,460
| +90% | +$1.74M | 3.19% | 9 |
|
|
2018
Q3 | $1.88M | Sell |
76,160
-15,490
| -17% | -$382K | 1.16% | 30 |
|
|
2018
Q2 | $2.22M | Sell |
91,650
-50
| -0.1% | -$1.21K | 1.37% | 20 |
|
|
2018
Q1 | $2.16M | Sell |
91,700
-79,060
| -46% | -$1.86M | 1.34% | 23 |
|
|
2017
Q4 | $4.39M | Buy |
170,760
+16,270
| +11% | +$418K | 2.91% | 7 |
|
|
2017
Q3 | $3.75M | Hold |
154,490
| – | – | 2.61% | 8 |
|
|
2017
Q2 | $3.6M | Sell |
154,490
-101,360
| -40% | -$2.36M | 2.72% | 9 |
|
|
2017
Q1 | $5.6M | Sell |
255,850
-7,700
| -3% | -$169K | 4.31% | 2 |
|
|
2016
Q4 | $4.66M | Sell |
263,550
-300
| -0.1% | -$5.3K | 3.67% | 3 |
|
|
2016
Q3 | $4.55M | Buy |
263,850
+8,350
| +3% | +$144K | 3.66% | 4 |
|
|
2016
Q2 | $3.97M | Sell |
255,500
-30,650
| -11% | -$476K | 3.6% | 3 |
|
|
2016
Q1 | $4.42M | Sell |
286,150
-48,300
| -14% | -$746K | 4.2% | 3 |
|
|
2015
Q4 | $4.86M | Buy |
334,450
+161,750
| +94% | +$2.35M | 4.01% | 3 |
|
|
2015
Q3 | $2.16M | Buy |
172,700
+17,100
| +11% | +$214K | 1.69% | 17 |
|
|
2015
Q2 | $2.07M | Sell |
155,600
-21,650
| -12% | -$288K | 1.44% | 22 |
|
|
2015
Q1 | $2.25M | Sell |
177,250
-149,750
| -46% | -$1.9M | 1.5% | 20 |
|
|
2014
Q4 | $3.29M | Buy |
+327,000
| New | +$3.29M | 2.22% | 13 |
|