SEIA
Signature Estate & Investment Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70M | Buy |
253,828
+9,178
| +4% | +$2.53M | 1.61% | 17 |
|
|
2025
Q1 | $41M | Sell |
244,650
-138,028
| -36% | -$23.1M | 1.08% | 22 |
|
|
2024
Q4 | $88.7M | Buy |
382,678
+9,076
| +2% | +$2.1M | 2.22% | 8 |
|
|
2024
Q3 | $64.4M | Buy |
373,602
+335,490
| +880% | +$57.9M | 1.49% | 17 |
|
|
2024
Q2 | $61.2M | Sell |
38,112
-5,423
| -12% | -$8.71M | 1.53% | 13 |
|
|
2024
Q1 | $57.7M | Sell |
43,535
-8,106
| -16% | -$10.7M | 1.63% | 14 |
|
|
2023
Q4 | $57.6M | Sell |
51,641
-2,216
| -4% | -$2.47M | 1.7% | 13 |
|
|
2023
Q3 | $44.7M | Buy |
53,857
+441
| +0.8% | +$366K | 1.51% | 21 |
|
|
2023
Q2 | $46.3M | Sell |
53,416
-14,911
| -22% | -$12.9M | 1.54% | 18 |
|
|
2023
Q1 | $43.8M | Sell |
68,327
-9,896
| -13% | -$6.35M | 1.54% | 16 |
|
|
2022
Q4 | $43.7M | Buy |
78,223
+3,675
| +5% | +$2.05M | 1.57% | 14 |
|
|
2022
Q3 | $33.1M | Buy |
74,548
+1,930
| +3% | +$857K | 1.56% | 25 |
|
|
2022
Q2 | $35.3M | Buy |
72,618
+585
| +0.8% | +$284K | 1.78% | 23 |
|
|
2022
Q1 | $45.4M | Buy |
72,033
+3,045
| +4% | +$1.92M | 2.08% | 11 |
|
|
2021
Q4 | $45.9M | Sell |
68,988
-15,110
| -18% | -$10.1M | 2.06% | 13 |
|
|
2021
Q3 | $40.8M | Buy |
84,098
+1,414
| +2% | +$686K | 2% | 12 |
|
|
2021
Q2 | $39.4M | Buy |
82,684
+4,416
| +6% | +$2.11M | 1.77% | 15 |
|
|
2021
Q1 | $36.3M | Sell |
78,268
-2,958
| -4% | -$1.37M | 1.77% | 16 |
|
|
2020
Q4 | $35.6M | Sell |
81,226
-4,269
| -5% | -$1.87M | 1.92% | 12 |
|
|
2020
Q3 | $31.1M | Sell |
85,495
-6,081
| -7% | -$2.22M | 1.93% | 14 |
|
|
2020
Q2 | $28.9M | Sell |
91,576
-2,226
| -2% | -$703K | 2.05% | 15 |
|
|
2020
Q1 | $22.2M | Buy |
93,802
+2,344
| +3% | +$556K | 1.77% | 22 |
|
|
2019
Q4 | $28.9M | Buy |
91,458
+2,621
| +3% | +$828K | 1.77% | 16 |
|
|
2019
Q3 | $24.5M | Buy |
+88,837
| New | +$24.5M | 1.63% | 25 |
|
|
2018
Q3 | – | Sell |
-600
| Closed | -$146K | – | 153 |
|
|
2018
Q2 | $146K | Sell |
600
-1,169
| -66% | -$284K | 0.01% | 140 |
|
|
2018
Q1 | $417K | Sell |
1,769
-71,154
| -98% | -$16.8M | 0.04% | 114 |
|
|
2017
Q4 | $18.7M | Buy |
72,923
+1,299
| +2% | +$334K | 1.91% | 19 |
|
|
2017
Q3 | $17.4M | Sell |
71,624
-1,835
| -2% | -$445K | 1.94% | 19 |
|
|
2017
Q2 | $17.1M | Sell |
73,459
-723
| -1% | -$168K | 2.03% | 16 |
|
|
2017
Q1 | $16.2M | Sell |
74,182
-11,245
| -13% | -$2.46M | 2.03% | 14 |
|
|
2016
Q4 | $15.1M | Sell |
85,427
-278
| -0.3% | -$49.1K | 2.1% | 14 |
|
|
2016
Q3 | $14.8M | Sell |
85,705
-464
| -0.5% | -$80.1K | 2.16% | 12 |
|
|
2016
Q2 | $13.4M | Sell |
86,169
-16,357
| -16% | -$2.54M | 2.14% | 15 |
|
|
2016
Q1 | $15.8M | Buy |
102,526
+1,856
| +2% | +$287K | 2.6% | 9 |
|
|
2015
Q4 | $14.6M | Buy |
100,670
+4,460
| +5% | +$647K | 2.52% | 9 |
|
|
2015
Q3 | $12M | Buy |
96,210
+51
| +0.1% | +$6.38K | 2.51% | 10 |
|
|
2015
Q2 | $12.8M | Buy |
96,159
+5,194
| +6% | +$690K | 2.86% | 7 |
|
|
2015
Q1 | $11.6M | Buy |
90,965
+6,122
| +7% | +$777K | 3.05% | 6 |
|
|
2014
Q4 | $8.53M | Sell |
84,843
-11,887
| -12% | -$1.2M | 2.84% | 12 |
|
|
2014
Q3 | $8.42M | Buy |
96,730
+6,052
| +7% | +$527K | 3.01% | 7 |
|
|
2014
Q2 | $6.54M | Buy |
90,678
+10,163
| +13% | +$732K | 2.3% | 14 |
|
|
2014
Q1 | $5.19M | Buy |
80,515
+16,092
| +25% | +$1.04M | 2.03% | 23 |
|
|
2013
Q4 | $3.41M | Buy |
+64,423
| New | +$3.41M | 1.69% | 26 |
|