Bar Harbor Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.55M | Buy |
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|
2025
Q2 | $3.48M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $531K | Sell |
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|
2024
Q3 | $707K | Sell |
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|
2024
Q2 | $705K | Sell |
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|
2024
Q1 | $826K | Buy |
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|
2023
Q4 | $646K | Sell |
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|
2023
Q3 | $493K | Sell |
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|
2023
Q2 | $542K | Hold |
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|
2023
Q1 | $401K | Sell |
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|
2022
Q4 | $394K | Buy |
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|
2022
Q3 | $267K | Sell |
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|
2022
Q2 | $316K | Buy |
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|
2022
Q1 | $394K | Sell |
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|
2021
Q4 | $436K | Buy |
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|
2021
Q3 | $305K | Hold |
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|
2021
Q2 | $300K | Hold |
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|
2021
Q1 | $292K | Sell |
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|
2020
Q4 | $421K | Buy |
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|
2020
Q3 | $331K | Sell |
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|
2020
Q2 | $296K | Sell |
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|
2020
Q1 | $233K | Buy |
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|
2019
Q4 | $267K | Sell |
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|
2019
Q3 | $240K | Hold |
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|
2019
Q2 | $251K | Buy |
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