Stonegate Investment Group’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$54.9M Sell
2025
Q2
$46M Buy
2025
Q1
$26.1M Sell
2024
Q4
$36.5M Sell
2024
Q3
$27.5M Buy
2024
Q2
$16.5M Sell
2024
Q1
$14.2M Sell
2023
Q4
$12M Sell
2023
Q3
$9.24M Sell
2023
Q2
$10.4M Sell
2023
Q1
$7.96M Buy
2022
Q4
$6.85M Sell
2022
Q3
$5.61M Sell
2022
Q2
$6.23M Buy
2022
Q1
$7.59M Buy
2021
Q4
$7.45M Buy