Sheaff Brock Investment Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $11.5M | Sell |
68,706
-7,227
| -10% | -$1.53M | 1.06% | 13 |
|
|
2024
Q4 | $17.6M | Sell |
75,933
-2,713
| -3% | -$502K | 1.53% | 8 |
|
|
2024
Q3 | $13.6M | Sell |
78,646
-6,744
| -8% | -$1.08M | 1.19% | 13 |
|
|
2024
Q2 | $13.7M | Sell |
85,390
-5,430
| -6% | -$761K | 1.27% | 12 |
|
|
2024
Q1 | $12M | Sell |
90,820
-8,650
| -9% | -$1.07M | 0.76% | 21 |
|
|
2023
Q4 | $11.1M | Sell |
99,470
-22,380
| -18% | -$2.12M | 0.86% | 20 |
|
|
2023
Q3 | $10.1M | Sell |
121,850
-7,650
| -6% | -$663K | 0.92% | 21 |
|
|
2023
Q2 | $11.2M | Sell |
129,500
-3,430
| -3% | -$245K | 0.95% | 15 |
|
|
2023
Q1 | $8.53M | Buy |
132,930
+1,170
| +0.9% | +$70.4K | 0.78% | 26 |
|
|
2022
Q4 | $7.37M | Buy |
131,760
+2,660
| +2% | +$133K | 0.73% | 33 |
|
|
2022
Q3 | $5.73M | Sell |
129,100
-1,160
| -0.9% | -$59.3K | 0.62% | 39 |
|
|
2022
Q2 | $6.33M | Sell |
130,260
-570
| -0.4% | -$32K | 0.53% | 34 |
|
|
2022
Q1 | $8.24M | Sell |
130,830
-1,150
| -0.9% | -$68.3K | 0.57% | 30 |
|
|
2021
Q4 | $8.78M | Buy |
131,980
+1,380
| +1% | +$77.6K | 0.59% | 28 |
|
|
2021
Q3 | $6.33M | Buy |
130,600
+460
| +0.4% | +$22.4K | 0.47% | 42 |
|
|
2021
Q2 | $6.21M | Buy |
130,140
+4,040
| +3% | +$187K | 0.45% | 40 |
|
|
2021
Q1 | $5.85M | Sell |
126,100
-1,060
| -0.8% | -$49K | 0.46% | 40 |
|
|
2020
Q4 | $5.57M | Buy |
127,160
+116,260
| +1,067% | +$4.53M | 0.47% | 42 |
|
|
2020
Q3 | $397K | Buy |
10,900
+1,990
| +22% | +$66.7K | 0.04% | 252 |
|
|
2020
Q2 | $281K | Sell |
8,910
-8,950
| -50% | -$250K | 0.03% | 318 |
|
|
2020
Q1 | $423K | Buy |
17,860
+7,970
| +81% | +$225K | 0.06% | 205 |
|
|
2019
Q4 | $313K | Buy |
+9,890
| New | +$300K | 0.03% | 330 |
|
|
2019
Q3 | – | Sell |
-8,990
| Closed | -$259K | – | 468 |
|
|
2019
Q2 | $259K | Sell |
8,990
-2,330
| -21% | -$67.9K | 0.03% | 364 |
|
|
2019
Q1 | $340K | Sell |
11,320
-1,460
| -11% | -$39.6K | 0.04% | 323 |
|
|
2018
Q4 | $325K | Buy |
12,780
+3,600
| +39% | +$85K | 0.05% | 306 |
|
|
2018
Q3 | $227K | Sell |
9,180
-980
| -10% | -$22K | 0.02% | 414 |
|
|
2018
Q2 | $247K | Sell |
10,160
-10,760
| -51% | -$264K | 0.02% | 405 |
|
|
2018
Q1 | $493K | Sell |
20,920
-130
| -0.6% | -$3.27K | 0.05% | 258 |
|
|
2017
Q4 | $541K | Sell |
21,050
-1,620
| -7% | -$42.1K | 0.07% | 243 |
|
|
2017
Q3 | $550K | Buy |
22,670
+13,080
| +136% | +$323K | 0.07% | 243 |
|
|
2017
Q2 | $224K | Sell |
9,590
-3,000
| -24% | -$69.6K | 0.03% | 475 |
|
|
2017
Q1 | $276K | Sell |
12,590
-500
| -4% | -$10.3K | 0.04% | 411 |
|
|
2016
Q4 | $231K | Buy |
13,090
+1,140
| +10% | +$19.8K | 0.03% | 474 |
|
|
2016
Q3 | $206K | Sell |
11,950
-2,500
| -17% | -$41.8K | 0.03% | 464 |
|
|
2016
Q2 | $225K | Sell |
14,450
-4,710
| -25% | -$71.7K | 0.03% | 449 |
|
|
2016
Q1 | $296K | Sell |
19,160
-990
| -5% | -$13.4K | 0.04% | 395 |
|
|
2015
Q4 | $293K | Buy |
+20,150
| New | +$262K | 0.03% | 419 |
|
Other funds holding AVGO
Sheaff Brock Investment Advisors's AVGO Position: Q1 2025 in Review
Sheaff Brock Investment Advisors reduced its Broadcom (AVGO) stake by 9.5% in Q1 2025, selling an estimated $1.53M and leaving 68,706 shares worth $11.5M. The position accounts for 1.06% of the portfolio, ranked #13.
Sheaff Brock Investment Advisors first reported a position in AVGO in Q4 2015 and has held it in 37 quarters since. The position peaked at $17.6M in Q4 2024. 3,815 funds tracked by Wall St. Rank hold AVGO as of Q1 2025.
- Sheaff Brock Investment Advisors held 68,706 shares of Broadcom worth $11.5M as of Q1 2025.
- Sheaff Brock Investment Advisors sold 7,227 Broadcom shares in Q1 2025, an estimated $1.53M.
- Broadcom made up 1.06% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #13 holding.
- Sheaff Brock Investment Advisors first reported a position in Broadcom in Q4 2015 and has held it in 37 quarters since.
- Sheaff Brock Investment Advisors's Broadcom position peaked at $17.6M in Q4 2024.
- 3,815 funds tracked by Wall St. Rank held Broadcom as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.