United Asset Strategies’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.3M | Buy |
113,504
+102,996
| +980% | +$28.4M | 2.67% | 8 |
|
|
2025
Q1 | $1.76M | Sell |
10,508
-5,611
| -35% | -$939K | 0.16% | 109 |
|
|
2024
Q4 | $3.74M | Buy |
16,119
+223
| +1% | +$51.7K | 0.34% | 64 |
|
|
2024
Q3 | $2.74M | Buy |
15,896
+436
| +3% | +$75.2K | 0.26% | 77 |
|
|
2024
Q2 | $2.48M | Buy |
15,460
+5,560
| +56% | +$893K | 0.25% | 77 |
|
|
2024
Q1 | $1.31M | Buy |
9,900
+1,410
| +17% | +$187K | 0.13% | 129 |
|
|
2023
Q4 | $948K | Sell |
8,490
-1,230
| -13% | -$137K | 0.11% | 138 |
|
|
2023
Q3 | $807K | Buy |
9,720
+1,980
| +26% | +$164K | 0.1% | 142 |
|
|
2023
Q2 | $671K | Buy |
+7,740
| New | +$671K | 0.08% | 152 |
|
|
2017
Q4 | – | Sell |
-15,700
| Closed | -$381K | – | 191 |
|
|
2017
Q3 | $381K | Buy |
+15,700
| New | +$381K | 0.22% | 96 |
|