Appleton Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.3M | Sell |
135,361
-16,592
| -11% | -$4.57M | 2.64% | 7 |
|
|
2025
Q1 | $25.4M | Sell |
151,953
-10,370
| -6% | -$1.74M | 1.97% | 9 |
|
|
2024
Q4 | $37.6M | Sell |
162,323
-10,337
| -6% | -$2.4M | 2.78% | 6 |
|
|
2024
Q3 | $29.8M | Sell |
172,660
-6,560
| -4% | -$1.13M | 2.19% | 7 |
|
|
2024
Q2 | $28.8M | Sell |
179,220
-10,910
| -6% | -$1.75M | 2.22% | 9 |
|
|
2024
Q1 | $25.2M | Sell |
190,130
-16,880
| -8% | -$2.24M | 1.96% | 11 |
|
|
2023
Q4 | $23.1M | Buy |
207,010
+1,300
| +0.6% | +$145K | 1.86% | 11 |
|
|
2023
Q3 | $17.1M | Sell |
205,710
-20
| -0% | -$1.66K | 1.52% | 14 |
|
|
2023
Q2 | $17.8M | Buy |
205,730
+12,350
| +6% | +$1.07M | 1.51% | 12 |
|
|
2023
Q1 | $12.4M | Sell |
193,380
-2,440
| -1% | -$157K | 1.1% | 21 |
|
|
2022
Q4 | $10.9M | Buy |
195,820
+24,890
| +15% | +$1.39M | 1.04% | 25 |
|
|
2022
Q3 | $7.59M | Buy |
170,930
+1,530
| +0.9% | +$67.9K | 0.76% | 34 |
|
|
2022
Q2 | $8.23M | Buy |
169,400
+6,380
| +4% | +$310K | 0.78% | 33 |
|
|
2022
Q1 | $10.3M | Buy |
163,020
+4,430
| +3% | +$279K | 0.84% | 34 |
|
|
2021
Q4 | $10.6M | Buy |
158,590
+3,090
| +2% | +$206K | 0.79% | 36 |
|
|
2021
Q3 | $7.54M | Buy |
155,500
+1,670
| +1% | +$81K | 0.63% | 47 |
|
|
2021
Q2 | $7.34M | Sell |
153,830
-3,360
| -2% | -$160K | 0.62% | 45 |
|
|
2021
Q1 | $7.29M | Sell |
157,190
-1,480
| -0.9% | -$68.6K | 0.68% | 41 |
|
|
2020
Q4 | $6.95M | Buy |
158,670
+8,650
| +6% | +$379K | 0.68% | 41 |
|
|
2020
Q3 | $5.47M | Buy |
150,020
+5,410
| +4% | +$197K | 0.6% | 42 |
|
|
2020
Q2 | $4.56M | Buy |
144,610
+3,890
| +3% | +$123K | 0.55% | 46 |
|
|
2020
Q1 | $3.34M | Sell |
140,720
-45,130
| -24% | -$1.07M | 0.46% | 61 |
|
|
2019
Q4 | $5.87M | Buy |
185,850
+6,230
| +3% | +$197K | 0.65% | 43 |
|
|
2019
Q3 | $4.96M | Buy |
179,620
+21,820
| +14% | +$602K | 0.6% | 46 |
|
|
2019
Q2 | $4.54M | Buy |
157,800
+3,440
| +2% | +$99K | 0.56% | 48 |
|
|
2019
Q1 | $4.64M | Sell |
154,360
-1,580
| -1% | -$47.5K | 0.62% | 48 |
|
|
2018
Q4 | $3.97M | Sell |
155,940
-70,480
| -31% | -$1.79M | 0.59% | 51 |
|
|
2018
Q3 | $5.59M | Sell |
226,420
-10,340
| -4% | -$255K | 0.74% | 40 |
|
|
2018
Q2 | $5.75M | Buy |
236,760
+7,080
| +3% | +$172K | 0.82% | 38 |
|
|
2018
Q1 | $5.41M | Buy |
229,680
+11,560
| +5% | +$272K | 0.82% | 36 |
|
|
2017
Q4 | $5.6M | Buy |
218,120
+14,610
| +7% | +$375K | 0.87% | 34 |
|
|
2017
Q3 | $4.94M | Sell |
203,510
-10,640
| -5% | -$258K | 0.83% | 40 |
|
|
2017
Q2 | $4.99M | Buy |
214,150
+26,390
| +14% | +$615K | 0.84% | 40 |
|
|
2017
Q1 | $4.11M | Sell |
187,760
-39,370
| -17% | -$862K | 0.76% | 48 |
|
|
2016
Q4 | $4.02M | Buy |
227,130
+30,350
| +15% | +$537K | 0.81% | 44 |
|
|
2016
Q3 | $3.4M | Buy |
196,780
+57,720
| +42% | +$996K | 0.64% | 54 |
|
|
2016
Q2 | $2.16M | Buy |
139,060
+93,060
| +202% | +$1.45M | 0.44% | 66 |
|
|
2016
Q1 | $711K | Sell |
46,000
-1,650
| -3% | -$25.5K | 0.14% | 118 |
|
|
2015
Q4 | $692K | Buy |
+47,650
| New | +$692K | 0.14% | 123 |
|