Sigma Investment Counselors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.18M | Buy |
18,804
+2,763
| +17% | +$762K | 0.29% | 60 |
|
|
2025
Q1 | $2.69M | Buy |
16,041
+973
| +6% | +$163K | 0.16% | 77 |
|
|
2024
Q4 | $3.49M | Buy |
15,068
+11,173
| +287% | +$2.59M | 0.21% | 74 |
|
|
2024
Q3 | $672K | Buy |
3,895
+235
| +6% | +$40.5K | 0.04% | 115 |
|
|
2024
Q2 | $588K | Hold |
3,660
| – | – | 0.04% | 119 |
|
|
2024
Q1 | $485K | Hold |
3,660
| – | – | 0.03% | 125 |
|
|
2023
Q4 | $409K | Sell |
3,660
-240
| -6% | -$26.8K | 0.03% | 136 |
|
|
2023
Q3 | $324K | Buy |
3,900
+240
| +7% | +$19.9K | 0.02% | 154 |
|
|
2023
Q2 | $317K | Buy |
3,660
+90
| +3% | +$7.81K | 0.02% | 154 |
|
|
2023
Q1 | $229K | Sell |
3,570
-2,610
| -42% | -$167K | 0.02% | 177 |
|
|
2022
Q4 | $346K | Sell |
6,180
-520
| -8% | -$29.1K | 0.03% | 143 |
|
|
2022
Q3 | $297K | Buy |
6,700
+520
| +8% | +$23.1K | 0.03% | 146 |
|
|
2022
Q2 | $300K | Hold |
6,180
| – | – | 0.02% | 148 |
|
|
2022
Q1 | $389K | Sell |
6,180
-950
| -13% | -$59.8K | 0.03% | 143 |
|
|
2021
Q4 | $474K | Sell |
7,130
-700
| -9% | -$46.5K | 0.03% | 133 |
|
|
2021
Q3 | $380K | Sell |
7,830
-160
| -2% | -$7.77K | 0.03% | 137 |
|
|
2021
Q2 | $381K | Buy |
7,990
+380
| +5% | +$18.1K | 0.03% | 137 |
|
|
2021
Q1 | $353K | Hold |
7,610
| – | – | 0.03% | 141 |
|
|
2020
Q4 | $333K | Buy |
+7,610
| New | +$333K | 0.03% | 142 |
|
|
2020
Q3 | – | Sell |
-7,910
| Closed | -$250K | – | 126 |
|
|
2020
Q2 | $250K | Sell |
7,910
-1,360
| -15% | -$43K | 0.03% | 138 |
|
|
2020
Q1 | $220K | Buy |
9,270
+1,430
| +18% | +$33.9K | 0.03% | 133 |
|
|
2019
Q4 | $248K | Sell |
7,840
-3,990
| -34% | -$126K | 0.03% | 141 |
|
|
2019
Q3 | $327K | Sell |
11,830
-150
| -1% | -$4.15K | 0.04% | 117 |
|
|
2019
Q2 | $345K | Buy |
11,980
+150
| +1% | +$4.32K | 0.04% | 116 |
|
|
2019
Q1 | $356K | Hold |
11,830
| – | – | 0.04% | 110 |
|
|
2018
Q4 | $301K | Buy |
11,830
+90
| +0.8% | +$2.29K | 0.04% | 118 |
|
|
2018
Q3 | $290K | Sell |
11,740
-60
| -0.5% | -$1.48K | 0.04% | 113 |
|
|
2018
Q2 | $286K | Sell |
11,800
-4,650
| -28% | -$113K | 0.04% | 108 |
|
|
2018
Q1 | $388K | Buy |
16,450
+50
| +0.3% | +$1.18K | 0.05% | 96 |
|
|
2017
Q4 | $421K | Sell |
16,400
-1,950
| -11% | -$50.1K | 0.06% | 93 |
|
|
2017
Q3 | $445K | Hold |
18,350
| – | – | 0.06% | 94 |
|
|
2017
Q2 | $428K | Hold |
18,350
| – | – | 0.07% | 92 |
|
|
2017
Q1 | $402K | Buy |
18,350
+2,300
| +14% | +$50.4K | 0.06% | 95 |
|
|
2016
Q4 | $284K | Hold |
16,050
| – | – | 0.05% | 105 |
|
|
2016
Q3 | $277K | Sell |
16,050
-2,250
| -12% | -$38.8K | 0.05% | 106 |
|
|
2016
Q2 | $284K | Buy |
+18,300
| New | +$284K | 0.05% | 107 |
|