Univest Financial’s Broadcom AVGO Stock Holding History

Univest Financial’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	$42.9M	Buy	155,699 +4,826	+3%	+$1.33M	2.58%	10
2025 Q1	$25.3M	Sell	150,873 -2,228	-1%	-$373K	1.65%	13
2024 Q4	$35.5M	Buy	153,101 +7,712	+5%	+$1.79M	2.24%	9
2024 Q3	$25.1M	Buy	145,389 +107,759	+286%	+$18.6M	1.65%	12
2024 Q2	$6.04M	Buy	37,630 +30,060	+397%	+$4.83M	1.68%	16
2024 Q1	$1M	Buy	7,570 +2,430	+47%	+$322K	0.28%	51
2023 Q4	$574K	Hold	5,140	–	–	0.17%	62
2023 Q3	$427K	Hold	5,140	–	–	0.14%	63
2023 Q2	$446K	Hold	5,140	–	–	0.13%	68
2023 Q1	$330K	Buy	5,140 +1,440	+39%	+$92.4K	0.1%	75
2022 Q4	$207K	Buy	+3,700	New	+$207K	0.07%	104
2022 Q2	–	Sell	-3,870	Closed	-$244K	–	103
2022 Q1	$244K	Buy	3,870 +170	+5%	+$10.7K	0.07%	101
2021 Q4	$246K	Buy	+3,700	New	+$246K	0.06%	100
2020 Q2	–	Sell	-193,600	Closed	-$4.59M	–	99
2020 Q1	$4.59M	Sell	193,600 -39,500	-17%	-$936K	1.82%	10
2019 Q4	$4.12M	Buy	233,100 +59,710	+34%	+$1.06M	1.75%	7
2019 Q3	$4.79M	Sell	173,390 -660	-0.4%	-$18.2K	1.54%	20
2019 Q2	$5.01M	Sell	174,050 -1,650	-0.9%	-$47.5K	1.59%	15
2019 Q1	$5.28M	Sell	175,700 -22,200	-11%	-$668K	1.73%	6
2018 Q4	$5.03M	Sell	197,900 -3,600	-2%	-$91.5K	1.85%	7
2018 Q3	$4.97M	Buy	201,500 +550	+0.3%	+$13.6K	1.52%	14
2018 Q2	$4.88M	Buy	200,950 +7,810	+4%	+$190K	1.95%	14
2018 Q1	$4.55M	Buy	193,140 +10,060	+5%	+$237K	1.97%	17
2017 Q4	$4.7M	Buy	183,080 +570	+0.3%	+$14.6K	1.89%	19
2017 Q3	$4.43M	Sell	182,510 -9,260	-5%	-$225K	1.87%	20
2017 Q2	$4.47M	Sell	191,770 -2,460	-1%	-$57.3K	1.88%	12
2017 Q1	$4.25M	Sell	194,230 -38,870	-17%	-$851K	1.86%	12
2016 Q4	$4.12M	Sell	233,100 -28,730	-11%	-$508K	1.75%	7
2016 Q3	$4.52M	Sell	261,830 -3,180	-1%	-$54.9K	2.05%	5
2016 Q2	$4.12M	Sell	265,010 -5,270	-2%	-$81.9K	1.88%	5
2016 Q1	$4.18M	Buy	+270,280	New	+$4.18M	1.9%	5