SP
Symmetry Partners’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $764K | Buy |
2,770
+1,281
| +86% | +$353K | 0.09% | 74 |
|
|
2025
Q1 | $249K | Buy |
1,489
+132
| +10% | +$22.1K | 0.03% | 114 |
|
|
2024
Q4 | $315K | Buy |
+1,357
| New | +$315K | 0.04% | 95 |
|
|
2024
Q3 | – | Sell |
-2,209
| Closed | -$3.55M | – | 128 |
|
|
2024
Q2 | $3.55M | Sell |
2,209
-3,649
| -62% | -$5.86M | 0.18% | 60 |
|
|
2024
Q1 | $7.76M | Sell |
5,858
-632
| -10% | -$838K | 0.61% | 38 |
|
|
2023
Q4 | $7.28M | Sell |
6,490
-2,965
| -31% | -$3.33M | 0.39% | 52 |
|
|
2023
Q3 | $7.85M | Buy |
9,455
+2,567
| +37% | +$2.13M | 0.43% | 50 |
|
|
2023
Q2 | $5.98M | Buy |
6,888
+2,028
| +42% | +$1.76M | 0.32% | 54 |
|
|
2023
Q1 | $3.12M | Buy |
4,860
+227
| +5% | +$146K | 0.17% | 72 |
|
|
2022
Q4 | $2.59M | Hold |
4,633
| – | – | 0.15% | 74 |
|
|
2022
Q3 | $2.06M | Buy |
4,633
+75
| +2% | +$33.3K | 0.14% | 86 |
|
|
2022
Q2 | $2.21M | Hold |
4,558
| – | – | 0.15% | 76 |
|
|
2022
Q1 | $2.87M | Buy |
4,558
+549
| +14% | +$346K | 0.18% | 63 |
|
|
2021
Q4 | $2.67M | Buy |
4,009
+698
| +21% | +$465K | 0.17% | 77 |
|
|
2021
Q3 | $1.61M | Sell |
3,311
-52
| -2% | -$25.2K | 0.11% | 123 |
|
|
2021
Q2 | $1.6M | Hold |
3,363
| – | – | 0.11% | 132 |
|
|
2021
Q1 | $1.56M | Hold |
3,363
| – | – | 0.11% | 126 |
|
|
2020
Q4 | $1.47M | Buy |
3,363
+25
| +0.7% | +$10.9K | 0.11% | 122 |
|
|
2020
Q3 | $1.22M | Buy |
+3,338
| New | +$1.22M | 0.1% | 128 |
|
|
2020
Q1 | – | Sell |
-1,455
| Closed | -$460K | – | 285 |
|
|
2019
Q4 | $460K | Buy |
1,455
+144
| +11% | +$45.5K | 0.09% | 177 |
|
|
2019
Q3 | $362K | Sell |
1,311
-144
| -10% | -$39.8K | 0.07% | 224 |
|
|
2019
Q2 | $419K | Buy |
+1,455
| New | +$419K | 0.09% | 187 |
|