SS
Sunbelt Securities’s Broadcom AVGO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16.9M | Buy |
73,022
+4,896
| +7% | +$1.14M | 1.49% | 9 |
|
2025
Q1 | $11.4M | Sell |
68,126
-4,890
| -7% | -$819K | 1.02% | 14 |
|
2024
Q4 | $17.2M | Buy |
73,016
+185
| +0.3% | +$43.6K | 1.52% | 9 |
|
2024
Q3 | $12.6M | Buy |
72,831
+65,773
| +932% | +$11.3M | 1.23% | 10 |
|
2024
Q2 | $11.3M | Buy |
7,058
+129
| +2% | +$207K | 1.16% | 12 |
|
2024
Q1 | $9.18M | Buy |
6,929
+2,098
| +43% | +$2.78M | 1.02% | 12 |
|
2023
Q4 | $5.39M | Sell |
4,831
-115
| -2% | -$128K | 0.68% | 26 |
|
2023
Q3 | $4.11M | Sell |
4,946
-51
| -1% | -$42.4K | 0.57% | 36 |
|
2023
Q2 | $4.33M | Sell |
4,997
-567
| -10% | -$492K | 0.62% | 29 |
|
2023
Q1 | $3.53M | Buy |
5,564
+414
| +8% | +$262K | 0.57% | 37 |
|
2022
Q4 | $2.88M | Sell |
5,150
-10
| -0.2% | -$5.59K | 0.56% | 41 |
|
2022
Q3 | $2.29M | Buy |
5,160
+144
| +3% | +$63.9K | 0.48% | 48 |
|
2022
Q2 | $2.44M | Sell |
5,016
-76
| -1% | -$36.9K | 0.52% | 41 |
|
2022
Q1 | $3.21M | Sell |
5,092
-2,534
| -33% | -$1.6M | 0.59% | 36 |
|
2021
Q4 | $4.58M | Sell |
7,626
-840
| -10% | -$504K | 0.74% | 27 |
|
2021
Q3 | $3.96M | Hold |
8,466
| – | – | 0.71% | 35 |
|
2021
Q2 | $3.96M | Buy |
8,466
+131
| +2% | +$61.3K | 0.71% | 35 |
|
2021
Q1 | $3.87M | Buy |
8,335
+1,092
| +15% | +$506K | 0.76% | 32 |
|
2020
Q4 | $3.17M | Buy |
7,243
+2,549
| +54% | +$1.12M | 0.66% | 40 |
|
2020
Q3 | $1.71M | Buy |
4,694
+388
| +9% | +$141K | 0.48% | 59 |
|
2020
Q2 | $1.36M | Buy |
4,306
+617
| +17% | +$195K | 0.47% | 57 |
|
2020
Q1 | $875K | Sell |
3,689
-242
| -6% | -$57.4K | 0.04% | 160 |
|
2019
Q4 | $1.24M | Buy |
3,931
+662
| +20% | +$209K | 0.13% | 166 |
|
2019
Q3 | $903K | Buy |
3,269
+878
| +37% | +$243K | 0.1% | 196 |
|
2019
Q2 | $688K | Buy |
2,391
+1,388
| +138% | +$399K | 0.3% | 98 |
|
2019
Q1 | $302K | Buy |
+1,003
| New | +$302K | 0.15% | 176 |
|