SIP
Stoneridge Investment Partners’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.95M | Hold |
14,310
| – | – | 2.97% | 6 |
|
|
2025
Q1 | $2.4M | Sell |
14,310
-16,387
| -53% | -$2.74M | 2.02% | 13 |
|
|
2024
Q4 | $7.12M | Hold |
30,697
| – | – | 2.54% | 9 |
|
|
2024
Q3 | $5.3M | Buy |
30,697
+28,138
| +1,100% | +$4.85M | 1.97% | 16 |
|
|
2024
Q2 | $4.11M | Buy |
2,559
+1,481
| +137% | +$2.38M | 1.55% | 19 |
|
|
2024
Q1 | $1.43M | Buy |
+1,078
| New | +$1.43M | 0.54% | 55 |
|
|
2020
Q4 | – | Sell |
-914
| Closed | -$333K | – | 108 |
|
|
2020
Q3 | $333K | Sell |
914
-1,864
| -67% | -$679K | 0.22% | 96 |
|
|
2020
Q2 | $877K | Sell |
2,778
-800
| -22% | -$253K | 0.37% | 74 |
|
|
2020
Q1 | $848K | Hold |
3,578
| – | – | 0.38% | 68 |
|
|
2019
Q4 | $1.13M | Hold |
3,578
| – | – | 0.38% | 84 |
|
|
2019
Q3 | $988K | Sell |
3,578
-290
| -7% | -$80.1K | 0.36% | 82 |
|
|
2019
Q2 | $1.11M | Buy |
+3,868
| New | +$1.11M | 0.4% | 82 |
|
|
2019
Q1 | – | Sell |
-3,026
| Closed | -$769K | – | 116 |
|
|
2018
Q4 | $769K | Sell |
3,026
-16,439
| -84% | -$4.18M | 0.24% | 98 |
|
|
2018
Q3 | $4.8M | Buy |
19,465
+11,358
| +140% | +$2.8M | 1.02% | 35 |
|
|
2018
Q2 | $1.97M | Buy |
+8,107
| New | +$1.97M | 0.38% | 81 |
|