Sound Income Strategies’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.08M | Buy |
13,457
+893
| +7% | +$358K | 0.23% | 110 |
|
|
2026
Q1 | $3.94M | Buy |
12,564
+379
| +3% | +$125K | 0.19% | 123 |
|
|
2025
Q4 | $4.29M | Buy |
12,185
+6,623
| +119% | +$2.37M | 0.2% | 115 |
|
|
2025
Q3 | $1.92M | Buy |
5,562
+1,258
| +29% | +$386K | 0.1% | 135 |
|
|
2025
Q2 | $1.19M | Buy |
4,304
+2,663
| +162% | +$578K | 0.07% | 139 |
|
|
2025
Q1 | $275K | Buy |
1,641
+165
| +11% | +$34.9K | 0.02% | 235 |
|
|
2024
Q4 | $342K | Sell |
1,476
-10
| -0.7% | -$1.85K | 0.02% | 188 |
|
|
2024
Q3 | $256K | Buy |
1,486
+746
| +101% | +$120K | 0.02% | 211 |
|
|
2024
Q2 | $119K | Sell |
740
-670
| -48% | -$93.9K | 0.01% | 302 |
|
|
2024
Q1 | $186K | Buy |
1,410
+930
| +194% | +$115K | 0.01% | 227 |
|
|
2023
Q4 | $53.6K | Buy |
480
+90
| +23% | +$8.52K | ﹤0.01% | 391 |
|
|
2023
Q3 | $32.4K | Sell |
390
-120
| -24% | -$10.4K | ﹤0.01% | 360 |
|
|
2023
Q2 | $44.2K | Sell |
510
-70
| -12% | -$4.99K | ﹤0.01% | 306 |
|
|
2023
Q1 | $37.2K | Sell |
580
-120
| -17% | -$7.22K | ﹤0.01% | 316 |
|
|
2022
Q4 | $39.1K | Buy |
700
+50
| +8% | +$2.51K | 0.01% | 288 |
|
|
2022
Q3 | $29K | Sell |
650
-100
| -13% | -$5.11K | ﹤0.01% | 302 |
|
|
2022
Q2 | $36K | Hold |
750
| – | – | ﹤0.01% | 264 |
|
|
2022
Q1 | $47K | Buy |
750
+50
| +7% | +$2.97K | 0.01% | 241 |
|
|
2021
Q4 | $47K | Hold |
700
| – | – | 0.01% | 233 |
|
|
2021
Q3 | $34K | Sell |
700
-40
| -5% | -$1.95K | ﹤0.01% | 266 |
|
|
2021
Q2 | $35K | Sell |
740
-50
| -6% | -$2.32K | 0.01% | 267 |
|
|
2021
Q1 | $36.6K | Sell |
790
-210
| -21% | -$9.71K | 0.01% | 260 |
|
|
2020
Q4 | $44K | Buy |
1,000
+460
| +85% | +$17.9K | 0.01% | 220 |
|
|
2020
Q3 | $20K | Hold |
540
| – | – | 0.01% | 283 |
|
|
2020
Q2 | $17K | Buy |
540
+320
| +145% | +$8.96K | 0.01% | 294 |
|
|
2020
Q1 | $5K | Hold |
220
| – | – | ﹤0.01% | 440 |
|
|
2019
Q4 | $7K | Buy |
220
+20
| +10% | +$607 | ﹤0.01% | 387 |
|
|
2019
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 392 |
|
|
2019
Q2 | $6K | Sell |
200
-150
| -43% | -$4.37K | ﹤0.01% | 406 |
|
|
2019
Q1 | $11K | Buy |
350
+150
| +75% | +$4.07K | 0.01% | 312 |
|
|
2018
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 429 |
|
|
2018
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 445 |
|
|
2018
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 413 |
|
|
2018
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 376 |
|
|
2017
Q4 | $5K | Buy |
+200
| New | +$5.2K | ﹤0.01% | 311 |
|
Other funds holding AVGO
Sound Income Strategies's AVGO Position: Q2 2026 in Review
Sound Income Strategies increased its Broadcom (AVGO) stake by 7.1% in Q2 2026, buying an estimated $358K and bringing the position to 13,457 shares worth $5.08M. The position accounts for 0.23% of the portfolio, ranked #110.
Sound Income Strategies first reported a position in AVGO in Q4 2017 and has held it in 35 quarters since. 3,167 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Sound Income Strategies held 13,457 shares of Broadcom worth $5.08M as of Q2 2026.
- Sound Income Strategies bought 893 Broadcom shares in Q2 2026, an estimated $358K.
- Broadcom made up 0.23% of Sound Income Strategies's portfolio in Q2 2026, its #110 holding.
- Sound Income Strategies first reported a position in Broadcom in Q4 2017 and has held it in 35 quarters since.
- 3,167 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.