Beaumont Financial Advisors’s Broadcom AVGO Stock Holding History

Beaumont Financial Advisors’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.74M	Buy	31,718 +3,722	+13%	+$1.03M	0.63%	38
2025 Q1	$4.69M	Sell	27,996 -4,110	-13%	-$688K	0.37%	55
2024 Q4	$7.44M	Sell	32,106 -4,478	-12%	-$1.04M	0.56%	41
2024 Q3	$6.31M	Buy	36,584 +84	+0.2%	+$14.5K	0.49%	45
2024 Q2	$5.86M	Sell	36,500 -130	-0.4%	-$20.9K	0.47%	48
2024 Q1	$4.85M	Buy	36,630 +1,180	+3%	+$156K	0.4%	48
2023 Q4	$3.96M	Buy	35,450 +5,450	+18%	+$608K	0.36%	51
2023 Q3	$2.49M	Sell	30,000 -210	-0.7%	-$17.4K	0.25%	63
2023 Q2	$2.62M	Buy	30,210 +960	+3%	+$83.3K	0.24%	68
2023 Q1	$1.88M	Buy	29,250 +50	+0.2%	+$3.21K	0.19%	79
2022 Q4	$1.63M	Sell	29,200 -80	-0.3%	-$4.47K	0.16%	92
2022 Q3	$1.3M	Buy	29,280 +40	+0.1%	+$1.78K	0.12%	103
2022 Q2	$1.42M	Sell	29,240 -190	-0.6%	-$9.23K	0.13%	105
2022 Q1	$1.85M	Buy	29,430 +13,960	+90%	+$879K	0.14%	115
2021 Q4	$1.03M	Sell	15,470 -3,070	-17%	-$204K	0.07%	142
2021 Q3	$899K	Buy	18,540 +470	+3%	+$22.8K	0.07%	149
2021 Q2	$862K	Buy	18,070 +270	+2%	+$12.9K	0.07%	158
2021 Q1	$825K	Buy	17,800 +40	+0.2%	+$1.85K	0.07%	159
2020 Q4	$778K	Sell	17,760 -1,570	-8%	-$68.8K	0.07%	159
2020 Q3	$704K	Buy	19,330 +1,550	+9%	+$56.5K	0.07%	167
2020 Q2	$561K	Sell	17,780 -280	-2%	-$8.84K	0.06%	170
2020 Q1	$428K	Sell	18,060 -30	-0.2%	-$711	0.05%	158
2019 Q4	$572K	Buy	18,090 +220	+1%	+$6.96K	0.06%	169
2019 Q3	$493K	Buy	17,870 +2,210	+14%	+$61K	0.05%	171
2019 Q2	$451K	Buy	15,660 +1,050	+7%	+$30.2K	0.05%	159
2019 Q1	$439K	Hold	14,610	–	–	0.05%	160
2018 Q4	$372K	Hold	14,610	–	–	0.06%	144
2018 Q3	$361K	Buy	14,610 +3,200	+28%	+$79.1K	0.04%	169
2018 Q2	$277K	Hold	11,410	–	–	0.03%	170
2018 Q1	$269K	Buy	11,410 +170	+2%	+$4.01K	0.03%	176
2017 Q4	$289K	Buy	11,240 +200	+2%	+$5.14K	0.03%	155
2017 Q3	$268K	Hold	11,040	–	–	0.03%	157
2017 Q2	$257K	Buy	11,040 +1,000	+10%	+$23.3K	0.03%	158
2017 Q1	$220K	Buy	+10,040	New	+$220K	0.03%	172