Birch Hill Investment Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.05M | Sell |
25,564
-3,102
| -11% | -$855K | 0.31% | 51 |
|
|
2025
Q1 | $4.8M | Sell |
28,666
-525
| -2% | -$87.9K | 0.23% | 58 |
|
|
2024
Q4 | $6.77M | Sell |
29,191
-979
| -3% | -$227K | 0.31% | 46 |
|
|
2024
Q3 | $5.2M | Sell |
30,170
-1,680
| -5% | -$290K | 0.24% | 58 |
|
|
2024
Q2 | $5.11M | Sell |
31,850
-1,410
| -4% | -$226K | 0.25% | 53 |
|
|
2024
Q1 | $4.41M | Sell |
33,260
-3,950
| -11% | -$524K | 0.21% | 58 |
|
|
2023
Q4 | $4.15M | Sell |
37,210
-1,340
| -3% | -$150K | 0.22% | 57 |
|
|
2023
Q3 | $3.2M | Sell |
38,550
-780
| -2% | -$64.8K | 0.19% | 59 |
|
|
2023
Q2 | $3.41M | Sell |
39,330
-1,870
| -5% | -$162K | 0.2% | 60 |
|
|
2023
Q1 | $2.64M | Sell |
41,200
-1,550
| -4% | -$99.4K | 0.16% | 68 |
|
|
2022
Q4 | $2.39M | Buy |
42,750
+750
| +2% | +$41.9K | 0.15% | 68 |
|
|
2022
Q3 | $1.87M | Sell |
42,000
-100
| -0.2% | -$4.44K | 0.13% | 74 |
|
|
2022
Q2 | $2.05M | Hold |
42,100
| – | – | 0.13% | 73 |
|
|
2022
Q1 | $2.65M | Sell |
42,100
-500
| -1% | -$31.5K | 0.14% | 71 |
|
|
2021
Q4 | $2.84M | Hold |
42,600
| – | – | 0.14% | 73 |
|
|
2021
Q3 | $2.07M | Sell |
42,600
-700
| -2% | -$33.9K | 0.11% | 75 |
|
|
2021
Q2 | $2.07M | Sell |
43,300
-1,350
| -3% | -$64.4K | 0.11% | 77 |
|
|
2021
Q1 | $2.07M | Sell |
44,650
-1,700
| -4% | -$78.8K | 0.12% | 75 |
|
|
2020
Q4 | $2.03M | Buy |
46,350
+5,550
| +14% | +$243K | 0.12% | 72 |
|
|
2020
Q3 | $1.49M | Sell |
40,800
-2,400
| -6% | -$87.4K | 0.1% | 77 |
|
|
2020
Q2 | $1.36M | Sell |
43,200
-250
| -0.6% | -$7.89K | 0.1% | 79 |
|
|
2020
Q1 | $1.03M | Buy |
43,450
+1,250
| +3% | +$29.6K | 0.09% | 80 |
|
|
2019
Q4 | $1.33M | Buy |
42,200
+600
| +1% | +$19K | 0.09% | 82 |
|
|
2019
Q3 | $1.15M | Hold |
41,600
| – | – | 0.08% | 84 |
|
|
2019
Q2 | $1.2M | Hold |
41,600
| – | – | 0.09% | 82 |
|
|
2019
Q1 | $1.25M | Sell |
41,600
-41,900
| -50% | -$1.26M | 0.1% | 78 |
|
|
2018
Q4 | $2.12M | Buy |
83,500
+41,250
| +98% | +$1.05M | 0.19% | 68 |
|
|
2018
Q3 | $1.04M | Buy |
42,250
+5,550
| +15% | +$137K | 0.08% | 88 |
|
|
2018
Q2 | $890K | Buy |
36,700
+15,400
| +72% | +$373K | 0.07% | 87 |
|
|
2018
Q1 | $502K | Buy |
+21,300
| New | +$502K | 0.04% | 109 |
|