Strategic Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.86M | Buy |
17,633
+1,370
| +8% | +$378K | 0.96% | 24 |
|
|
2025
Q1 | $2.72M | Buy |
16,263
+10,178
| +167% | +$1.7M | 0.52% | 40 |
|
|
2024
Q4 | $1.41M | Buy |
6,085
+2,160
| +55% | +$501K | 0.25% | 79 |
|
|
2024
Q3 | $677K | Buy |
3,925
+2,165
| +123% | +$373K | 0.13% | 122 |
|
|
2024
Q2 | $283K | Buy |
+1,760
| New | +$283K | 0.05% | 174 |
|
|
2024
Q1 | – | Sell |
-13,300
| Closed | -$1.48M | – | 203 |
|
|
2023
Q4 | $1.48M | Sell |
13,300
-33,420
| -72% | -$3.73M | 0.28% | 77 |
|
|
2023
Q3 | $3.88M | Buy |
46,720
+170
| +0.4% | +$14.1K | 0.77% | 33 |
|
|
2023
Q2 | $4.04M | Buy |
46,550
+210
| +0.5% | +$18.2K | 0.77% | 33 |
|
|
2023
Q1 | $2.97M | Hold |
46,340
| – | – | 0.6% | 39 |
|
|
2022
Q4 | $2.59M | Buy |
46,340
+10,800
| +30% | +$604K | 0.58% | 40 |
|
|
2022
Q3 | $1.58M | Hold |
35,540
| – | – | 0.35% | 66 |
|
|
2022
Q2 | $1.73M | Sell |
35,540
-100
| -0.3% | -$4.86K | 0.36% | 66 |
|
|
2022
Q1 | $2.24M | Buy |
35,640
+27,150
| +320% | +$1.71M | 0.39% | 55 |
|
|
2021
Q4 | $564K | Buy |
8,490
+2,310
| +37% | +$153K | 0.08% | 143 |
|
|
2021
Q3 | $299K | Buy |
6,180
+1,980
| +47% | +$95.8K | 0.06% | 149 |
|
|
2021
Q2 | $200K | Buy |
+4,200
| New | +$200K | 0.05% | 160 |
|
|
2021
Q1 | – | Sell |
-4,960
| Closed | -$219K | – | 160 |
|
|
2020
Q4 | $219K | Buy |
+4,960
| New | +$219K | 0.06% | 144 |
|