Ballentine Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27M | Buy |
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|
2025
Q1 | $14.9M | Buy |
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|
2024
Q4 | $19.1M | Buy |
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|
2024
Q3 | $13.1M | Buy |
|
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|
2024
Q2 | $11.8M | Buy |
|
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|
2024
Q1 | $8.99M | Buy |
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|
2023
Q4 | $6.72M | Buy |
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|
2023
Q3 | $4.56M | Buy |
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|
2023
Q2 | $3.81M | Buy |
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|
2023
Q1 | $2.39M | Buy |
|
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|
2022
Q4 | $1.82M | Buy |
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|
2022
Q3 | $1.12M | Buy |
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|
2022
Q2 | $945K | Buy |
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|
2022
Q1 | $1.07M | Sell |
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|
2021
Q4 | $1.23M | Buy |
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|
2021
Q3 | $622K | Sell |
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|
2021
Q2 | $611K | Sell |
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|
2021
Q1 | $612K | Buy |
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|
2020
Q4 | $560K | Sell |
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|
2020
Q3 | $647K | Sell |
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|
2020
Q2 | $915K | Sell |
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|
2020
Q1 | $851K | Buy |
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|
2019
Q4 | $524K | Buy |
|
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|
2019
Q3 | $448K | Sell |
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|
2019
Q2 | $470K | Buy |
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|
2019
Q1 | $380K | Buy |
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|
2018
Q4 | $303K | Buy |
|
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|
2018
Q3 | $226K | Sell |
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|
2018
Q2 | $228K | Sell |
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|
2018
Q1 | $265K | Sell |
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|
2017
Q4 | $296K | Buy |
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|
2017
Q3 | $271K | Sell |
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|
2017
Q2 | $289K | Buy |
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|
2017
Q1 | $214K | Buy |
|