Bartlett & Co Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Sell |
46,477
-712
| -2% | -$196K | 0.18% | 92 |
|
|
2025
Q1 | $7.9M | Sell |
47,189
-130
| -0.3% | -$21.8K | 0.12% | 112 |
|
|
2024
Q4 | $11M | Sell |
47,319
-38
| -0.1% | -$8.81K | 0.16% | 99 |
|
|
2024
Q3 | $8.17M | Sell |
47,357
-3,723
| -7% | -$642K | 0.12% | 111 |
|
|
2024
Q2 | $8.2M | Sell |
51,080
-3,670
| -7% | -$589K | 0.12% | 107 |
|
|
2024
Q1 | $7.26M | Sell |
54,750
-4,750
| -8% | -$630K | 0.11% | 113 |
|
|
2023
Q4 | $6.71M | Sell |
59,500
-1,780
| -3% | -$201K | 0.11% | 122 |
|
|
2023
Q3 | $5.09M | Sell |
61,280
-1,380
| -2% | -$115K | 0.09% | 133 |
|
|
2023
Q2 | $5.44M | Buy |
62,660
+60,810
| +3,287% | +$5.27M | 0.09% | 127 |
|
|
2023
Q1 | $119K | Sell |
1,850
-210
| -10% | -$13.5K | ﹤0.01% | 444 |
|
|
2022
Q4 | $115K | Sell |
2,060
-190
| -8% | -$10.6K | ﹤0.01% | 451 |
|
|
2022
Q3 | $99.8K | Sell |
2,250
-280
| -11% | -$12.4K | ﹤0.01% | 457 |
|
|
2022
Q2 | $123K | Buy |
2,530
+630
| +33% | +$30.6K | ﹤0.01% | 432 |
|
|
2022
Q1 | $119K | Buy |
+1,900
| New | +$119K | ﹤0.01% | 454 |
|
|
2021
Q4 | – | Sell |
-3,690
| Closed | -$179K | – | 437 |
|
|
2021
Q3 | $179K | Buy |
3,690
+2,690
| +269% | +$130K | ﹤0.01% | 345 |
|
|
2021
Q2 | $47.7K | Hold |
1,000
| – | – | ﹤0.01% | 518 |
|
|
2021
Q1 | $46.4K | Hold |
1,000
| – | – | ﹤0.01% | 549 |
|
|
2020
Q4 | $43.8K | Buy |
1,000
+80
| +9% | +$3.5K | ﹤0.01% | 542 |
|
|
2020
Q3 | $33.5K | Buy |
920
+150
| +19% | +$5.47K | ﹤0.01% | 547 |
|
|
2020
Q2 | $24.3K | Buy |
+770
| New | +$24.3K | ﹤0.01% | 591 |
|
|
2019
Q3 | – | Sell |
-240
| Closed | -$6.96K | – | 880 |
|
|
2019
Q2 | $6.96K | Buy |
+240
| New | +$6.96K | ﹤0.01% | 607 |
|
|
2018
Q2 | – | Sell |
-90
| Closed | -$2.12K | – | 712 |
|
|
2018
Q1 | $2.12K | Buy |
+90
| New | +$2.12K | ﹤0.01% | 688 |
|