Simon Quick Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4M | Buy |
59,327
+26,369
| +80% | +$7.27M | 0.66% | 26 |
|
|
2025
Q1 | $5.52M | Buy |
32,958
+6,620
| +25% | +$1.11M | 0.31% | 37 |
|
|
2024
Q4 | $6.11M | Buy |
26,338
+3,742
| +17% | +$868K | 0.37% | 36 |
|
|
2024
Q3 | $3.9M | Buy |
22,596
+3,616
| +19% | +$624K | 0.25% | 48 |
|
|
2024
Q2 | $3.05M | Buy |
18,980
+3,140
| +20% | +$504K | 0.22% | 58 |
|
|
2024
Q1 | $2.1M | Buy |
15,840
+3,010
| +23% | +$399K | 0.16% | 73 |
|
|
2023
Q4 | $1.43M | Buy |
12,830
+3,660
| +40% | +$409K | 0.13% | 89 |
|
|
2023
Q3 | $762K | Buy |
9,170
+2,940
| +47% | +$244K | 0.07% | 131 |
|
|
2023
Q2 | $541K | Buy |
6,230
+640
| +11% | +$55.5K | 0.05% | 152 |
|
|
2023
Q1 | $359K | Buy |
5,590
+880
| +19% | +$56.5K | 0.04% | 184 |
|
|
2022
Q4 | $263K | Buy |
+4,710
| New | +$263K | 0.03% | 195 |
|
|
2021
Q4 | – | Sell |
-90
| Closed | -$4K | – | 370 |
|
|
2021
Q3 | $4K | Buy |
90
+40
| +80% | +$1.78K | ﹤0.01% | 381 |
|
|
2021
Q2 | $2K | Sell |
50
-800
| -94% | -$32K | ﹤0.01% | 417 |
|
|
2021
Q1 | $39K | Hold |
850
| – | – | 0.01% | 292 |
|
|
2020
Q4 | $37K | Sell |
850
-2,770
| -77% | -$121K | 0.01% | 274 |
|
|
2020
Q3 | $132K | Buy |
3,620
+990
| +38% | +$36.1K | 0.04% | 111 |
|
|
2020
Q2 | $83K | Sell |
2,630
-180
| -6% | -$5.68K | 0.03% | 143 |
|
|
2020
Q1 | $67K | Buy |
2,810
+340
| +14% | +$8.11K | 0.02% | 159 |
|
|
2019
Q4 | $78K | Sell |
2,470
-190
| -7% | -$6K | 0.03% | 170 |
|
|
2019
Q3 | $73K | Buy |
+2,660
| New | +$73K | 0.03% | 143 |
|
|
2019
Q2 | – | Sell |
-2,470
| Closed | -$74K | – | 477 |
|
|
2019
Q1 | $74K | Sell |
2,470
-2,000
| -45% | -$59.9K | 0.03% | 148 |
|
|
2018
Q4 | $114K | Hold |
4,470
| – | – | 0.04% | 104 |
|
|
2018
Q3 | $110K | Buy |
4,470
+160
| +4% | +$3.94K | 0.04% | 107 |
|
|
2018
Q2 | $104K | Buy |
+4,310
| New | +$104K | 0.04% | 118 |
|
|
2017
Q2 | – | Sell |
-20,880
| Closed | -$457K | – | 300 |
|
|
2017
Q1 | $457K | Sell |
20,880
-23,680
| -53% | -$518K | 0.27% | 47 |
|
|
2016
Q4 | $788K | Buy |
+44,560
| New | +$788K | 0.59% | 33 |
|