Bay Harbor 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 | $193K | Buy |
699
+26
| +4% | +$7.17K | 0.06% | 56 |
|
|
2025
Q1 | $113K | Sell |
673
-314
| -32% | -$52.6K | 0.04% | 63 |
|
|
2024
Q4 | $229K | Buy |
987
+134
| +16% | +$31.1K | 0.07% | 49 |
|
|
2024
Q3 | $147K | Sell |
853
-37
| -4% | -$6.38K | 0.05% | 53 |
|
|
2024
Q2 | $143K | Sell |
890
-150
| -14% | -$24.1K | 0.05% | 54 |
|
|
2024
Q1 | $138K | Buy |
1,040
+20
| +2% | +$2.66K | 0.05% | 55 |
|
|
2023
Q4 | $114K | Hold |
1,020
| – | – | 0.04% | 55 |
|
|
2023
Q3 | $84.7K | Sell |
1,020
-230
| -18% | -$19.1K | 0.04% | 53 |
|
|
2023
Q2 | $108K | Sell |
1,250
-90
| -7% | -$7.81K | 0.04% | 48 |
|
|
2023
Q1 | $86K | Buy |
1,340
+170
| +15% | +$10.9K | 0.04% | 53 |
|
|
2022
Q4 | $65K | Sell |
1,170
-10
| -0.8% | -$556 | 0.03% | 86 |
|
|
2022
Q3 | $52K | Buy |
+1,180
| New | +$52K | 0.02% | 92 |
|
|
2021
Q1 | – | Sell |
-170
| Closed | -$7K | – | 226 |
|
|
2020
Q4 | $7K | Buy |
170
+40
| +31% | +$1.65K | ﹤0.01% | 254 |
|
|
2020
Q3 | $5K | Buy |
+130
| New | +$5K | ﹤0.01% | 260 |
|
|
2020
Q2 | – | Sell |
-60
| Closed | -$1K | – | 345 |
|
|
2020
Q1 | $1K | Sell |
60
-260
| -81% | -$4.33K | ﹤0.01% | 281 |
|
|
2019
Q4 | $10K | Hold |
320
| – | – | 0.01% | 225 |
|
|
2019
Q3 | $9K | Sell |
320
-1,340
| -81% | -$37.7K | 0.01% | 240 |
|
|
2019
Q2 | $48K | Sell |
1,660
-340
| -17% | -$9.83K | 0.03% | 163 |
|
|
2019
Q1 | $60K | Buy |
2,000
+500
| +33% | +$15K | 0.04% | 144 |
|
|
2018
Q4 | $38K | Buy |
+1,500
| New | +$38K | 0.03% | 170 |
|