Stratos Wealth 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 | $2.3M | Buy |
8,352
+619
| +8% | +$171K | 0.12% | 179 |
|
|
2025
Q1 | $1.29M | Buy |
7,733
+1,289
| +20% | +$216K | 0.07% | 265 |
|
|
2024
Q4 | $1.49M | Sell |
6,444
-3,882
| -38% | -$900K | 0.07% | 262 |
|
|
2024
Q3 | $1.78M | Buy |
10,326
+266
| +3% | +$45.9K | 0.08% | 260 |
|
|
2024
Q2 | $1.62M | Buy |
10,060
+2,960
| +42% | +$476K | 0.08% | 242 |
|
|
2024
Q1 | $941K | Sell |
7,100
-38,580
| -84% | -$5.11M | 0.06% | 341 |
|
|
2023
Q4 | $5.1M | Buy |
45,680
+13,090
| +40% | +$1.46M | 0.29% | 100 |
|
|
2023
Q3 | $2.71M | Buy |
32,590
+17,990
| +123% | +$1.49M | 0.18% | 152 |
|
|
2023
Q2 | $1.27M | Buy |
14,600
+2,810
| +24% | +$244K | 0.09% | 253 |
|
|
2023
Q1 | $756K | Sell |
11,790
-520
| -4% | -$33.4K | 0.06% | 337 |
|
|
2022
Q4 | $688K | Sell |
12,310
-980
| -7% | -$54.8K | 0.06% | 343 |
|
|
2022
Q3 | $590K | Buy |
13,290
+2,550
| +24% | +$113K | 0.06% | 329 |
|
|
2022
Q2 | $522K | Buy |
10,740
+720
| +7% | +$35K | 0.05% | 355 |
|
|
2022
Q1 | $631K | Sell |
10,020
-4,100
| -29% | -$258K | 0.05% | 341 |
|
|
2021
Q4 | $940K | Buy |
14,120
+4,240
| +43% | +$282K | 0.07% | 293 |
|
|
2021
Q3 | $479K | Sell |
9,880
-3,640
| -27% | -$176K | 0.04% | 365 |
|
|
2021
Q2 | $645K | Buy |
13,520
+910
| +7% | +$43.4K | 0.06% | 314 |
|
|
2021
Q1 | $585K | Buy |
12,610
+4,210
| +50% | +$195K | 0.06% | 293 |
|
|
2020
Q4 | $368K | Buy |
8,400
+2,480
| +42% | +$109K | 0.05% | 289 |
|
|
2020
Q3 | $216K | Buy |
+5,920
| New | +$216K | 0.05% | 289 |
|
|
2019
Q4 | – | Sell |
-8,890
| Closed | -$245K | – | 169 |
|
|
2019
Q3 | $245K | Buy |
8,890
+380
| +4% | +$10.5K | 0.09% | 216 |
|
|
2019
Q2 | $245K | Buy |
8,510
+350
| +4% | +$10.1K | 0.1% | 203 |
|
|
2019
Q1 | $245K | Buy |
+8,160
| New | +$245K | 0.13% | 182 |
|