Barrett & Company’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.7K | Hold |
133
| – | – | 0.01% | 338 |
|
|
2025
Q1 | $22.3K | Buy |
133
+10
| +8% | +$1.67K | 0.01% | 366 |
|
|
2024
Q4 | $28.5K | Buy |
123
+13
| +12% | +$3.01K | 0.01% | 340 |
|
|
2024
Q3 | $19K | Hold |
110
| – | – | 0.01% | 370 |
|
|
2024
Q2 | $17.7K | Sell |
110
-650
| -86% | -$104K | 0.01% | 385 |
|
|
2024
Q1 | $101K | Buy |
760
+650
| +591% | +$86.2K | 0.05% | 204 |
|
|
2023
Q4 | $12.3K | Hold |
110
| – | – | 0.01% | 403 |
|
|
2023
Q3 | $9.14K | Hold |
110
| – | – | 0.01% | 427 |
|
|
2023
Q2 | $9.54K | Hold |
110
| – | – | 0.01% | 414 |
|
|
2023
Q1 | $7.06K | Hold |
110
| – | – | ﹤0.01% | 416 |
|
|
2022
Q4 | $6.15K | Hold |
110
| – | – | ﹤0.01% | 429 |
|
|
2022
Q3 | $6.15K | Buy |
+110
| New | +$6.15K | ﹤0.01% | 429 |
|