SIM
SSI Investment Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
3,778
-2,680
| -41% | -$739K | 0.07% | 179 |
|
|
2025
Q1 | $1.08M | Sell |
6,458
-3
| -0% | -$502 | 0.08% | 172 |
|
|
2024
Q4 | $1.5M | Sell |
6,461
-5
| -0.1% | -$1.16K | 0.11% | 167 |
|
|
2024
Q3 | $1.12M | Buy |
6,466
+5,819
| +899% | +$1M | 0.08% | 180 |
|
|
2024
Q2 | $1.04M | Hold |
647
| – | – | 0.08% | 167 |
|
|
2024
Q1 | $858K | Sell |
647
-7
| -1% | -$9.28K | 0.06% | 170 |
|
|
2023
Q4 | $730K | Sell |
654
-1
| -0.2% | -$1.12K | 0.06% | 175 |
|
|
2023
Q3 | $544K | Sell |
655
-5
| -0.8% | -$4.15K | 0.04% | 173 |
|
|
2023
Q2 | $573K | Sell |
660
-107
| -14% | -$92.8K | 0.04% | 185 |
|
|
2023
Q1 | $492K | Sell |
767
-165
| -18% | -$106K | 0.03% | 196 |
|
|
2022
Q4 | $521K | Hold |
932
| – | – | 0.03% | 227 |
|
|
2022
Q3 | $414K | Hold |
932
| – | – | 0.03% | 230 |
|
|
2022
Q2 | $450K | Hold |
932
| – | – | 0.03% | 233 |
|
|
2022
Q1 | $586K | Sell |
932
-7
| -0.7% | -$4.4K | 0.03% | 216 |
|
|
2021
Q4 | $626K | Hold |
939
| – | – | 0.04% | 211 |
|
|
2021
Q3 | $454K | Buy |
939
+6
| +0.6% | +$2.9K | 0.03% | 237 |
|
|
2021
Q2 | $444K | Sell |
933
-6
| -0.6% | -$2.86K | 0.03% | 240 |
|
|
2021
Q1 | $436K | Hold |
939
| – | – | 0.03% | 234 |
|
|
2020
Q4 | $412K | Hold |
939
| – | – | 0.03% | 214 |
|
|
2020
Q3 | $342K | Sell |
939
-26
| -3% | -$9.47K | 0.03% | 217 |
|
|
2020
Q2 | $305K | Sell |
965
-14
| -1% | -$4.43K | 0.03% | 214 |
|
|
2020
Q1 | $232K | Sell |
979
-13
| -1% | -$3.08K | 0.02% | 228 |
|
|
2019
Q4 | $316K | Sell |
992
-3
| -0.3% | -$956 | 0.02% | 244 |
|
|
2019
Q3 | $275K | Hold |
995
| – | – | 0.02% | 250 |
|
|
2019
Q2 | $288K | Sell |
995
-4
| -0.4% | -$1.16K | 0.02% | 251 |
|
|
2019
Q1 | $302K | Sell |
999
-3
| -0.3% | -$907 | 0.03% | 241 |
|
|
2018
Q4 | $254K | Hold |
1,002
| – | – | 0.02% | 240 |
|
|
2018
Q3 | $246K | Sell |
1,002
-5
| -0.5% | -$1.23K | 0.02% | 271 |
|
|
2018
Q2 | $244K | Sell |
1,007
-85
| -8% | -$20.6K | 0.02% | 260 |
|
|
2018
Q1 | $256K | Buy |
+1,092
| New | +$256K | 0.02% | 272 |
|