YHB Investment Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.18M | Buy |
18,777
+451
| +2% | +$124K | 0.4% | 68 |
|
|
2025
Q1 | $3.05M | Buy |
18,326
+912
| +5% | +$152K | 0.25% | 89 |
|
|
2024
Q4 | $4.04M | Buy |
17,414
+6,477
| +59% | +$1.5M | 0.33% | 78 |
|
|
2024
Q3 | $1.89M | Buy |
10,937
+1,577
| +17% | +$272K | 0.16% | 126 |
|
|
2024
Q2 | $1.5M | Buy |
9,360
+30
| +0.3% | +$4.82K | 0.13% | 136 |
|
|
2024
Q1 | $1.24M | Buy |
9,330
+700
| +8% | +$92.8K | 0.11% | 141 |
|
|
2023
Q4 | $963K | Buy |
8,630
+440
| +5% | +$49.1K | 0.09% | 143 |
|
|
2023
Q3 | $680K | Buy |
8,190
+630
| +8% | +$52.3K | 0.06% | 163 |
|
|
2023
Q2 | $656K | Buy |
7,560
+1,750
| +30% | +$152K | 0.06% | 167 |
|
|
2023
Q1 | $373K | Buy |
5,810
+50
| +0.9% | +$3.21K | 0.04% | 213 |
|
|
2022
Q4 | $322K | Buy |
5,760
+530
| +10% | +$29.6K | 0.03% | 215 |
|
|
2022
Q3 | $232K | Hold |
5,230
| – | – | 0.03% | 253 |
|
|
2022
Q2 | $254K | Hold |
5,230
| – | – | 0.03% | 243 |
|
|
2022
Q1 | $329K | Buy |
5,230
+20
| +0.4% | +$1.26K | 0.03% | 230 |
|
|
2021
Q4 | $347K | Hold |
5,210
| – | – | 0.03% | 242 |
|
|
2021
Q3 | $253K | Hold |
5,210
| – | – | 0.02% | 269 |
|
|
2021
Q2 | $248K | Hold |
5,210
| – | – | 0.02% | 272 |
|
|
2021
Q1 | $249K | Hold |
5,210
| – | – | 0.02% | 266 |
|
|
2020
Q4 | $228K | Buy |
+5,210
| New | +$228K | 0.02% | 264 |
|