Strategic Global 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 | $14.1M | Buy |
50,978
+2,909
| +6% | +$802K | 2.29% | 10 |
|
|
2025
Q1 | $8.05M | Sell |
48,069
-439
| -0.9% | -$73.5K | 1.59% | 14 |
|
|
2024
Q4 | $11.2M | Sell |
48,508
-7,168
| -13% | -$1.66M | 2.06% | 11 |
|
|
2024
Q3 | $9.6M | Sell |
55,676
-504
| -0.9% | -$86.9K | 1.89% | 10 |
|
|
2024
Q2 | $9.02M | Sell |
56,180
-17,750
| -24% | -$2.85M | 1.89% | 11 |
|
|
2024
Q1 | $9.8M | Sell |
73,930
-2,070
| -3% | -$274K | 2.12% | 10 |
|
|
2023
Q4 | $8.48M | Sell |
76,000
-53,430
| -41% | -$5.96M | 1.94% | 9 |
|
|
2023
Q3 | $10.8M | Sell |
129,430
-6,560
| -5% | -$545K | 1.79% | 12 |
|
|
2023
Q2 | $11.8M | Sell |
135,990
-10,140
| -7% | -$880K | 1.81% | 10 |
|
|
2023
Q1 | $9.37M | Sell |
146,130
-12,910
| -8% | -$828K | 1.51% | 17 |
|
|
2022
Q4 | $8.89M | Sell |
159,040
-3,010
| -2% | -$168K | 1.42% | 20 |
|
|
2022
Q3 | $7.2M | Sell |
162,050
-6,510
| -4% | -$289K | 1.2% | 25 |
|
|
2022
Q2 | $8.19M | Buy |
+168,560
| New | +$8.19M | 1.25% | 25 |
|
|
2021
Q3 | – | Sell |
-44,690
| Closed | -$2.13M | – | 139 |
|
|
2021
Q2 | $2.13M | Buy |
+44,690
| New | +$2.13M | 0.39% | 94 |
|
|
2020
Q2 | – | Sell |
-8,740
| Closed | -$207K | – | 140 |
|
|
2020
Q1 | $207K | Sell |
8,740
-138,620
| -94% | -$3.28M | 0.05% | 136 |
|
|
2019
Q4 | $4.66M | Sell |
147,360
-2,860
| -2% | -$90.4K | 0.97% | 29 |
|
|
2019
Q3 | $4.15M | Sell |
150,220
-11,100
| -7% | -$306K | 0.94% | 28 |
|
|
2019
Q2 | $4.64M | Sell |
161,320
-8,160
| -5% | -$235K | 0.99% | 26 |
|
|
2019
Q1 | $5.1M | Buy |
169,480
+64,390
| +61% | +$1.94M | 1.07% | 25 |
|
|
2018
Q4 | $2.67M | Sell |
105,090
-10,840
| -9% | -$276K | 0.95% | 20 |
|
|
2018
Q3 | $2.86M | Buy |
+115,930
| New | +$2.86M | 0.87% | 27 |
|
|
2018
Q2 | – | Sell |
-162,720
| Closed | -$3.83M | – | 194 |
|
|
2018
Q1 | $3.83M | Hold |
162,720
| – | – | 1.31% | 17 |
|
|
2017
Q4 | $4.18M | Sell |
162,720
-6,200
| -4% | -$159K | 1.36% | 13 |
|
|
2017
Q3 | $4.1M | Hold |
168,920
| – | – | 1.57% | 10 |
|
|
2017
Q2 | $3.94M | Sell |
168,920
-14,100
| -8% | -$329K | 1.45% | 13 |
|
|
2017
Q1 | $4.01M | Sell |
183,020
-27,810
| -13% | -$609K | 1.45% | 13 |
|
|
2016
Q4 | $3.73M | Buy |
210,830
+95,790
| +83% | +$1.69M | 1.38% | 18 |
|
|
2016
Q3 | $1.79M | Buy |
115,040
+30
| +0% | +$466 | 0.67% | 40 |
|
|
2016
Q2 | $1.79M | Hold |
115,010
| – | – | 0.68% | 38 |
|
|
2016
Q1 | $1.78M | Buy |
+115,010
| New | +$1.78M | 0.76% | 38 |
|