Atwood & Palmer’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
3,660
+290
| +9% | +$79.9K | 0.06% | 85 |
|
|
2025
Q1 | $564K | Buy |
3,370
+1,188
| +54% | +$199K | 0.04% | 106 |
|
|
2024
Q4 | $506K | Buy |
2,182
+202
| +10% | +$46.8K | 0.03% | 114 |
|
|
2024
Q3 | $342K | Sell |
1,980
-1,300
| -40% | -$224K | 0.02% | 123 |
|
|
2024
Q2 | $527K | Sell |
3,280
-390
| -11% | -$62.6K | 0.04% | 103 |
|
|
2024
Q1 | $486K | Buy |
3,670
+120
| +3% | +$15.9K | 0.04% | 106 |
|
|
2023
Q4 | $396K | Hold |
3,550
| – | – | 0.03% | 119 |
|
|
2023
Q3 | $295K | Sell |
3,550
-250
| -7% | -$20.8K | 0.03% | 122 |
|
|
2023
Q2 | $330K | Buy |
3,800
+860
| +29% | +$74.6K | 0.03% | 126 |
|
|
2023
Q1 | $189K | Hold |
2,940
| – | – | 0.02% | 141 |
|
|
2022
Q4 | $164K | Hold |
2,940
| – | – | 0.01% | 153 |
|
|
2022
Q3 | $131K | Hold |
2,940
| – | – | 0.01% | 152 |
|
|
2022
Q2 | $143K | Hold |
2,940
| – | – | 0.01% | 153 |
|
|
2022
Q1 | $185K | Sell |
2,940
-1,000
| -25% | -$62.9K | 0.02% | 146 |
|
|
2021
Q4 | $262K | Hold |
3,940
| – | – | 0.02% | 135 |
|
|
2021
Q3 | $191K | Hold |
3,940
| – | – | 0.02% | 149 |
|
|
2021
Q2 | $188K | Buy |
3,940
+1,240
| +46% | +$59.2K | 0.02% | 151 |
|
|
2021
Q1 | $125K | Buy |
2,700
+1,120
| +71% | +$51.9K | 0.01% | 166 |
|
|
2020
Q4 | $69K | Hold |
1,580
| – | – | 0.01% | 187 |
|
|
2020
Q3 | $58K | Hold |
1,580
| – | – | 0.01% | 178 |
|
|
2020
Q2 | $50K | Hold |
1,580
| – | – | 0.01% | 184 |
|
|
2020
Q1 | $37K | Buy |
1,580
+1,330
| +532% | +$31.1K | 0.01% | 198 |
|
|
2019
Q4 | $8K | Hold |
250
| – | – | ﹤0.01% | 251 |
|
|
2019
Q3 | $7K | Hold |
250
| – | – | ﹤0.01% | 259 |
|
|
2019
Q2 | $7K | Hold |
250
| – | – | ﹤0.01% | 255 |
|
|
2019
Q1 | $8K | Hold |
250
| – | – | ﹤0.01% | 260 |
|
|
2018
Q4 | $6K | Hold |
250
| – | – | ﹤0.01% | 269 |
|
|
2018
Q3 | $6K | Hold |
250
| – | – | ﹤0.01% | 271 |
|
|
2018
Q2 | $6K | Hold |
250
| – | – | ﹤0.01% | 272 |
|
|
2018
Q1 | $6K | Hold |
250
| – | – | ﹤0.01% | 265 |
|
|
2017
Q4 | $6K | Hold |
250
| – | – | ﹤0.01% | 262 |
|
|
2017
Q3 | $6K | Hold |
250
| – | – | ﹤0.01% | 266 |
|
|
2017
Q2 | $6K | Buy |
+250
| New | +$6K | ﹤0.01% | 274 |
|