United Capital Financial Advisors’s Broadcom AVGO Stock Holding History

United Capital Financial Advisors’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$59.2M	Sell	214,709 -2,118	-1%	-$584K	0.48%	39
2025 Q1	$36.3M	Sell	216,827 -26,607	-11%	-$4.45M	0.31%	74
2024 Q4	$56.4M	Sell	243,434 -19,455	-7%	-$4.51M	0.48%	43
2024 Q3	$45.3M	Sell	262,889 -6,581	-2%	-$1.14M	0.37%	58
2024 Q2	$43.3M	Sell	269,470 -9,300	-3%	-$1.49M	0.37%	57
2024 Q1	$36.9M	Sell	278,770 -63,830	-19%	-$8.46M	0.3%	72
2023 Q4	$38.2M	Sell	342,600 -310,520	-48%	-$34.7M	0.32%	71
2023 Q3	$54.2M	Sell	653,120 -32,700	-5%	-$2.72M	0.36%	61
2023 Q2	$59.5M	Sell	685,820 -42,690	-6%	-$3.7M	0.32%	63
2023 Q1	$46.7M	Sell	728,510 -15,100	-2%	-$969K	0.26%	80
2022 Q4	$41.6M	Sell	743,610 -7,090	-0.9%	-$396K	0.23%	88
2022 Q3	$33.3M	Sell	750,700 -21,470	-3%	-$953K	0.2%	104
2022 Q2	$37.5M	Sell	772,170 -7,870	-1%	-$382K	0.21%	98
2022 Q1	$49.1M	Buy	780,040 +42,580	+6%	+$2.68M	0.24%	84
2021 Q4	$49.1M	Sell	737,460 -22,620	-3%	-$1.51M	0.23%	95
2021 Q3	$36.9M	Sell	760,080 -6,630	-0.9%	-$322K	0.18%	114
2021 Q2	$36.6M	Buy	766,710 +20,440	+3%	+$975K	0.18%	117
2021 Q1	$34.6M	Buy	746,270 +16,790	+2%	+$778K	0.19%	114
2020 Q4	$31.9M	Sell	729,480 -159,810	-18%	-$7M	0.19%	117
2020 Q3	$32.4M	Sell	889,290 -11,340	-1%	-$413K	0.21%	109
2020 Q2	$28.4M	Sell	900,630 -13,350	-1%	-$421K	0.21%	109
2020 Q1	$21.7M	Buy	913,980 +8,360	+0.9%	+$198K	0.18%	123
2019 Q4	$28.6M	Buy	905,620 +74,520	+9%	+$2.35M	0.18%	118
2019 Q3	$22.9M	Buy	831,100 +379,050	+84%	+$10.5M	0.16%	147
2019 Q2	$13M	Buy	452,050 +8,430	+2%	+$243K	0.09%	250
2019 Q1	$13.3M	Buy	443,620 +143,730	+48%	+$4.32M	0.09%	241
2018 Q4	$7.63M	Buy	299,890 +13,070	+5%	+$332K	0.06%	303
2018 Q3	$7.08M	Sell	286,820 -51,110	-15%	-$1.26M	0.05%	368
2018 Q2	$8.2M	Buy	337,930 +30,320	+10%	+$736K	0.06%	334
2018 Q1	$7.25M	Sell	307,610 -1,770	-0.6%	-$41.7K	0.06%	350
2017 Q4	$8.06M	Buy	309,380 +51,120	+20%	+$1.33M	0.06%	330
2017 Q3	$6.26M	Sell	258,260 -195,290	-43%	-$4.74M	0.05%	353
2017 Q2	$10.6M	Sell	453,550 -5,780	-1%	-$135K	0.09%	259
2017 Q1	$10.1M	Sell	459,330 -7,560	-2%	-$166K	0.09%	261
2016 Q4	$8.25M	Buy	466,890 +31,500	+7%	+$557K	0.08%	298
2016 Q3	$7.51M	Buy	435,390 +46,610	+12%	+$804K	0.07%	318
2016 Q2	$6.03M	Buy	388,780 +80,790	+26%	+$1.25M	0.06%	337
2016 Q1	$4.77M	Buy	307,990 +279,420	+978%	+$4.33M	0.05%	340
2015 Q4	$415K	Sell	28,570 -2,050	-7%	-$29.8K	﹤0.01%	929
2015 Q3	$383K	Buy	+30,620	New	+$383K	﹤0.01%	978
2014 Q4	–	Sell	-29,490	Closed	-$257K	–	1150
2014 Q3	$257K	Buy	+29,490	New	+$257K	﹤0.01%	969