Valeo Financial Advisors’s Broadcom AVGO Stock Holding History

Valeo 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	$18.5M	Buy	66,268 +5,573	+9%	+$1.55M	0.45%	32
2025 Q1	$10.2M	Buy	60,695 +1,477	+2%	+$247K	0.28%	43
2024 Q4	$13.7M	Buy	59,218 +2,392	+4%	+$555K	0.38%	34
2024 Q3	$9.8M	Buy	56,826 +4,526	+9%	+$781K	0.28%	43
2024 Q2	$8.4M	Buy	52,300 +3,040	+6%	+$488K	0.26%	47
2024 Q1	$6.19M	Buy	49,260 +5,470	+12%	+$687K	0.22%	58
2023 Q4	$4.89M	Buy	43,790 +3,890	+10%	+$434K	0.2%	64
2023 Q3	$3.31M	Buy	39,900 +4,720	+13%	+$392K	0.15%	81
2023 Q2	$3.05M	Sell	35,180 -5,650	-14%	-$490K	0.14%	89
2023 Q1	$2.62M	Buy	40,830 +12,470	+44%	+$800K	0.13%	100
2022 Q4	$1.59M	Buy	28,360 +4,650	+20%	+$260K	0.09%	138
2022 Q3	$1.05M	Buy	23,710 +6,000	+34%	+$266K	0.07%	156
2022 Q2	$861K	Sell	17,710 -5,480	-24%	-$266K	0.05%	178
2022 Q1	$1.46M	Buy	23,190 +6,670	+40%	+$420K	0.07%	153
2021 Q4	$1.1M	Sell	16,520 -750	-4%	-$49.9K	0.06%	172
2021 Q3	$838K	Buy	17,270 +5,840	+51%	+$283K	0.05%	198
2021 Q2	$545K	Sell	11,430 -58,460	-84%	-$2.79M	0.03%	234
2021 Q1	$3.24M	Buy	69,890 +1,510	+2%	+$70K	0.15%	81
2020 Q4	$2.99M	Buy	68,380 +60,240	+740%	+$2.64M	0.15%	77
2020 Q3	$297K	Sell	8,140 -2,870	-26%	-$105K	0.03%	250
2020 Q2	$347K	Buy	11,010 +1,200	+12%	+$37.8K	0.03%	225
2020 Q1	$253K	Sell	9,810 -5,420	-36%	-$140K	0.03%	248
2019 Q4	$481K	Buy	15,230 +4,530	+42%	+$143K	0.05%	195
2019 Q3	$295K	Buy	10,700 +4,540	+74%	+$125K	0.03%	228
2019 Q2	$177K	Buy	6,160 +530	+9%	+$15.2K	0.02%	312
2019 Q1	$169K	Buy	5,630 +1,630	+41%	+$48.9K	0.02%	311
2018 Q4	$102K	Sell	4,000 -3,520	-47%	-$89.8K	0.01%	371
2018 Q3	$167K	Sell	7,520 -1,780	-19%	-$39.5K	0.02%	302
2018 Q2	$197K	Buy	+9,300	New	+$197K	0.03%	282
2018 Q1	–	Sell	-3,560	Closed	-$91K	–	1533
2017 Q4	$91K	Buy	3,560 +310	+10%	+$7.92K	0.01%	356
2017 Q3	$79K	Buy	+3,250	New	+$79K	0.02%	327