Stonegate Investment Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46M | Buy |
166,927
+10,811
| +7% | +$2.98M | 1.16% | 31 |
|
|
2025
Q1 | $26.1M | Sell |
156,116
-1,353
| -0.9% | -$227K | 0.7% | 35 |
|
|
2024
Q4 | $36.5M | Sell |
157,469
-1,921
| -1% | -$445K | 0.97% | 34 |
|
|
2024
Q3 | $27.5M | Buy |
159,390
+56,440
| +55% | +$9.74M | 0.72% | 36 |
|
|
2024
Q2 | $16.5M | Sell |
102,950
-4,340
| -4% | -$697K | 0.48% | 38 |
|
|
2024
Q1 | $14.2M | Sell |
107,290
-170
| -0.2% | -$22.5K | 0.45% | 38 |
|
|
2023
Q4 | $12M | Sell |
107,460
-3,770
| -3% | -$421K | 0.4% | 41 |
|
|
2023
Q3 | $9.24M | Sell |
111,230
-8,310
| -7% | -$690K | 0.34% | 45 |
|
|
2023
Q2 | $10.4M | Sell |
119,540
-4,550
| -4% | -$395K | 0.37% | 43 |
|
|
2023
Q1 | $7.96M | Buy |
124,090
+1,660
| +1% | +$106K | 0.3% | 50 |
|
|
2022
Q4 | $6.85M | Sell |
122,430
-3,840
| -3% | -$215K | 0.3% | 54 |
|
|
2022
Q3 | $5.61M | Sell |
126,270
-1,990
| -2% | -$88.4K | 0.26% | 62 |
|
|
2022
Q2 | $6.23M | Buy |
128,260
+7,710
| +6% | +$375K | 0.27% | 63 |
|
|
2022
Q1 | $7.59M | Buy |
120,550
+8,670
| +8% | +$546K | 0.25% | 53 |
|
|
2021
Q4 | $7.45M | Buy |
+111,880
| New | +$7.45M | 0.31% | 57 |
|