Steward Partners Investment Advisory’s Broadcom AVGO Stock Holding History

Steward Partners Investment Advisory’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$171M	Buy	620,867 +3,254	+0.5%	+$897K	1.34%	11
2025 Q1	$103M	Buy	617,613 +9,575	+2%	+$1.6M	0.91%	13
2024 Q4	$141M	Buy	608,038 +33,603	+6%	+$7.79M	1.25%	10
2024 Q3	$99.1M	Buy	574,435 +76,915	+15%	+$13.3M	0.92%	12
2024 Q2	$79.9M	Buy	497,520 +15,230	+3%	+$2.45M	0.84%	14
2024 Q1	$63.9M	Buy	482,290 +96,910	+25%	+$12.8M	0.7%	19
2023 Q4	$43M	Buy	385,380 +28,970	+8%	+$3.23M	0.58%	25
2023 Q3	$29.6M	Buy	356,410 +26,440	+8%	+$2.2M	0.46%	44
2023 Q2	$28.6M	Sell	329,970 -16,810	-5%	-$1.46M	0.43%	45
2023 Q1	$22.2M	Sell	346,780 -31,320	-8%	-$2.01M	0.36%	58
2022 Q4	$21.1M	Sell	378,100 -34,890	-8%	-$1.95M	0.36%	59
2022 Q3	$18.3M	Sell	412,990 -29,060	-7%	-$1.29M	0.34%	61
2022 Q2	$21.5M	Sell	442,050 -230,460	-34%	-$11.2M	0.39%	52
2022 Q1	$42.3M	Buy	672,510 +56,410	+9%	+$3.55M	0.66%	21
2021 Q4	$41M	Buy	616,100 +21,820	+4%	+$1.45M	0.62%	21
2021 Q3	$28.8M	Buy	594,280 +73,040	+14%	+$3.54M	0.5%	35
2021 Q2	$24.9M	Buy	521,240 +44,970	+9%	+$2.14M	0.42%	39
2021 Q1	$22.1M	Buy	476,270 +13,190	+3%	+$612K	0.39%	55
2020 Q4	$20.3M	Buy	463,080 +161,140	+53%	+$7.06M	0.44%	47
2020 Q3	$11M	Buy	301,940 +121,190	+67%	+$4.42M	0.28%	86
2020 Q2	$5.71M	Buy	180,750 +2,430	+1%	+$76.7K	0.16%	153
2020 Q1	$4.23M	Buy	178,320 +9,660	+6%	+$229K	0.15%	157
2019 Q4	$5.33M	Sell	168,660 -14,680	-8%	-$464K	0.16%	143
2019 Q3	$5.06M	Buy	183,340 +10,610	+6%	+$293K	0.17%	139
2019 Q2	$4.97M	Buy	172,730 +11,570	+7%	+$333K	0.18%	129
2019 Q1	$4.85M	Buy	161,160 +9,990	+7%	+$300K	0.21%	119
2018 Q4	$3.84M	Buy	151,170 +11,850	+9%	+$301K	0.19%	127
2018 Q3	$3.44M	Buy	139,320 +58,790	+73%	+$1.45M	0.16%	139
2018 Q2	$1.95M	Sell	80,530 -125,900	-61%	-$3.05M	0.12%	199
2018 Q1	$4.86M	Buy	+206,430	New	+$4.86M	0.33%	74