SAM
Synergy Asset Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.6M | Buy |
89,206
+21,502
| +32% | +$5.93M | 2.81% | 10 |
|
|
2025
Q1 | $11.3M | Buy |
67,704
+48,006
| +244% | +$8.04M | 1.43% | 20 |
|
|
2024
Q4 | $4.57M | Buy |
19,698
+285
| +1% | +$66.1K | 0.35% | 55 |
|
|
2024
Q3 | $3.35M | Buy |
+19,413
| New | +$3.35M | 0.51% | 46 |
|
|
2024
Q2 | – | Sell |
-184
| Closed | -$244K | – | 142 |
|
|
2024
Q1 | $244K | Buy |
+184
| New | +$244K | 0.04% | 113 |
|
|
2023
Q3 | – | Sell |
-7,833
| Closed | -$6.79M | – | 131 |
|
|
2023
Q2 | $6.79M | Sell |
7,833
-7,402
| -49% | -$6.42M | 1.68% | 23 |
|
|
2023
Q1 | $9.77M | Sell |
15,235
-1,645
| -10% | -$1.06M | 2.34% | 12 |
|
|
2022
Q4 | $9.44M | Buy |
16,880
+3,766
| +29% | +$2.11M | 2.42% | 9 |
|
|
2022
Q3 | $5.82M | Buy |
+13,114
| New | +$5.82M | 1.57% | 16 |
|
|
2022
Q1 | – | Sell |
-3,346
| Closed | -$2.23M | – | 99 |
|
|
2021
Q4 | $2.23M | Sell |
3,346
-709
| -17% | -$472K | 0.53% | 51 |
|
|
2021
Q3 | $1.97M | Sell |
4,055
-2,726
| -40% | -$1.32M | 0.46% | 53 |
|
|
2021
Q2 | $3.23M | Buy |
+6,781
| New | +$3.23M | 0.86% | 43 |
|
|
2021
Q1 | – | Sell |
-7,910
| Closed | -$3.46M | – | 93 |
|
|
2020
Q4 | $3.46M | Buy |
+7,910
| New | +$3.46M | 1.09% | 36 |
|