XML Financial’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.49M | Buy |
14,494
+776
| +6% | +$255K | 0.36% | 72 |
|
|
2025
Q4 | $4.75M | Buy |
13,718
+2,727
| +25% | +$975K | 0.39% | 69 |
|
|
2025
Q3 | $3.63M | Buy |
10,991
+490
| +5% | +$150K | 0.3% | 84 |
|
|
2025
Q2 | $2.89M | Buy |
10,501
+610
| +6% | +$132K | 0.25% | 88 |
|
|
2025
Q1 | $1.66M | Sell |
9,891
-233
| -2% | -$49.3K | 0.15% | 126 |
|
|
2024
Q4 | $2.35M | Sell |
10,124
-258
| -2% | -$47.7K | 0.21% | 101 |
|
|
2024
Q3 | $1.79M | Sell |
10,382
-58
| -0.6% | -$9.3K | 0.17% | 127 |
|
|
2024
Q2 | $1.68M | Sell |
10,440
-500
| -5% | -$70.1K | 0.17% | 125 |
|
|
2024
Q1 | $1.45M | Sell |
10,940
-1,100
| -9% | -$136K | 0.15% | 134 |
|
|
2023
Q4 | $1.34M | Sell |
12,040
-100
| -0.8% | -$9.47K | 0.14% | 134 |
|
|
2023
Q3 | $1.01M | Sell |
12,140
-830
| -6% | -$71.9K | 0.12% | 151 |
|
|
2023
Q2 | $1.12M | Buy |
12,970
+1,230
| +10% | +$87.7K | 0.13% | 148 |
|
|
2023
Q1 | $753K | Sell |
11,740
-180
| -2% | -$10.8K | 0.09% | 178 |
|
|
2022
Q4 | $666K | Sell |
11,920
-1,790
| -13% | -$89.8K | 0.08% | 181 |
|
|
2022
Q3 | $609K | Buy |
13,710
+5,690
| +71% | +$291K | 0.08% | 180 |
|
|
2022
Q2 | $390K | Sell |
8,020
-4,320
| -35% | -$242K | 0.09% | 158 |
|
|
2022
Q1 | $777K | Buy |
12,340
+1,830
| +17% | +$109K | 0.09% | 171 |
|
|
2021
Q4 | $699K | Buy |
10,510
+1,000
| +11% | +$56.2K | 0.08% | 178 |
|
|
2021
Q3 | $461K | Buy |
9,510
+4,120
| +76% | +$200K | 0.06% | 204 |
|
|
2021
Q2 | $257K | Buy |
5,390
+50
| +0.9% | +$2.32K | 0.06% | 187 |
|
|
2021
Q1 | $247K | Sell |
5,340
-430
| -7% | -$19.9K | 0.06% | 183 |
|
|
2020
Q4 | $253K | Buy |
+5,770
| New | +$225K | 0.07% | 172 |
|
Other funds holding AVGO
VCM
VPM
