Transamerica Financial 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 | $7.11M | Buy |
25,781
+5,216
| +25% | +$1.44M | 0.67% | 30 |
|
|
2025
Q1 | $3.44M | Buy |
20,565
+20,459
| +19,301% | +$3.43M | 0.35% | 73 |
|
|
2024
Q4 | $25K | Sell |
106
-6,371
| -98% | -$1.5M | ﹤0.01% | 325 |
|
|
2024
Q3 | $1.12M | Sell |
6,477
-9,053
| -58% | -$1.56M | 0.11% | 142 |
|
|
2024
Q2 | $2.49M | Hold |
15,530
| – | – | 0.27% | 93 |
|
|
2024
Q1 | $2.06M | Buy |
15,530
+1,370
| +10% | +$182K | 0.21% | 104 |
|
|
2023
Q4 | $1.58M | Sell |
14,160
-6,470
| -31% | -$722K | 0.22% | 78 |
|
|
2023
Q3 | $1.71M | Sell |
20,630
-850
| -4% | -$70.6K | 0.23% | 76 |
|
|
2023
Q2 | $1.86M | Buy |
21,480
+1,410
| +7% | +$122K | 0.24% | 70 |
|
|
2023
Q1 | $1.29M | Buy |
20,070
+310
| +2% | +$19.9K | 0.17% | 100 |
|
|
2022
Q4 | $1.11M | Buy |
19,760
+2,500
| +14% | +$140K | 0.16% | 118 |
|
|
2022
Q3 | $767K | Sell |
17,260
-3,720
| -18% | -$165K | 0.11% | 139 |
|
|
2022
Q2 | $1.02M | Buy |
20,980
+20,960
| +104,800% | +$1.02M | 0.14% | 112 |
|
|
2022
Q1 | $1K | Hold |
20
| – | – | 0.04% | 57 |
|
|
2021
Q4 | $1K | Hold |
20
| – | – | 0.03% | 67 |
|
|
2021
Q3 | $1K | Hold |
20
| – | – | 0.03% | 66 |
|
|
2021
Q2 | $1K | Hold |
20
| – | – | 0.02% | 87 |
|
|
2021
Q1 | $1K | Buy |
+20
| New | +$1K | 0.02% | 122 |
|
|
2020
Q3 | – | Sell |
-7,570
| Closed | -$239K | – | 197 |
|
|
2020
Q2 | $239K | Buy |
+7,570
| New | +$239K | 0.05% | 151 |
|
|
2019
Q3 | – | Sell |
-6,400
| Closed | -$185K | – | 117 |
|
|
2019
Q2 | $185K | Buy |
+6,400
| New | +$185K | 0.04% | 172 |
|
|
2019
Q1 | – | Sell |
-3,570
| Closed | -$91K | – | 116 |
|
|
2018
Q4 | $91K | Buy |
3,570
+1,200
| +51% | +$30.6K | 0.02% | 182 |
|
|
2018
Q3 | $59K | Buy |
2,370
+1,170
| +98% | +$29.1K | 0.01% | 219 |
|
|
2018
Q2 | $29K | Buy |
1,200
+30
| +3% | +$725 | 0.01% | 244 |
|
|
2018
Q1 | $28K | Hold |
1,170
| – | – | ﹤0.01% | 246 |
|
|
2017
Q4 | $31K | Hold |
1,170
| – | – | ﹤0.01% | 242 |
|
|
2017
Q3 | $29K | Hold |
1,170
| – | – | ﹤0.01% | 246 |
|
|
2017
Q2 | $28K | Buy |
+1,170
| New | +$28K | ﹤0.01% | 232 |
|
|
2015
Q2 | – | Sell |
-380
| Closed | -$5K | – | 896 |
|
|
2015
Q1 | $5K | Buy |
+380
| New | +$5K | ﹤0.01% | 693 |
|