Boston Financial Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $18.2M | Buy |
78,476
+1,861
| +2% | +$431K | 0.55% | 57 |
|
|
2024
Q3 | $13.2M | Sell |
76,615
-18,875
| -20% | -$3.26M | 0.39% | 64 |
|
|
2024
Q2 | $15.3M | Sell |
95,490
-1,910
| -2% | -$307K | 0.49% | 57 |
|
|
2024
Q1 | $12.9M | Sell |
97,400
-1,000
| -1% | -$133K | 0.41% | 61 |
|
|
2023
Q4 | $11M | Buy |
98,400
+1,480
| +2% | +$165K | 0.37% | 63 |
|
|
2023
Q3 | $8.05M | Sell |
96,920
-1,100
| -1% | -$91.4K | 0.3% | 71 |
|
|
2023
Q2 | $8.5M | Buy |
98,020
+170
| +0.2% | +$14.7K | 0.31% | 72 |
|
|
2023
Q1 | $6.28M | Buy |
97,850
+220
| +0.2% | +$14.1K | 0.25% | 82 |
|
|
2022
Q4 | $5.46M | Buy |
97,630
+8,220
| +9% | +$460K | 0.22% | 85 |
|
|
2022
Q3 | $3.97M | Buy |
89,410
+64,580
| +260% | +$2.87M | 0.17% | 90 |
|
|
2022
Q2 | $1.21M | Buy |
24,830
+3,260
| +15% | +$158K | 0.05% | 150 |
|
|
2022
Q1 | $1.36M | Buy |
21,570
+7,090
| +49% | +$446K | 0.05% | 145 |
|
|
2021
Q4 | $964K | Buy |
14,480
+420
| +3% | +$28K | 0.04% | 149 |
|
|
2021
Q3 | $682K | Sell |
14,060
-110
| -0.8% | -$5.34K | 0.03% | 162 |
|
|
2021
Q2 | $676K | Sell |
14,170
-200
| -1% | -$9.54K | 0.03% | 154 |
|
|
2021
Q1 | $666K | Sell |
14,370
-400
| -3% | -$18.5K | 0.03% | 149 |
|
|
2020
Q4 | $647K | Sell |
14,770
-9,390
| -39% | -$411K | 0.03% | 148 |
|
|
2020
Q3 | $880K | Sell |
24,160
-900
| -4% | -$32.8K | 0.04% | 131 |
|
|
2020
Q2 | $791K | Buy |
25,060
+570
| +2% | +$18K | 0.04% | 133 |
|
|
2020
Q1 | $581K | Buy |
24,490
+6,720
| +38% | +$159K | 0.04% | 150 |
|
|
2019
Q4 | $562K | Buy |
17,770
+1,830
| +11% | +$57.9K | 0.03% | 162 |
|
|
2019
Q3 | $440K | Sell |
15,940
-3,500
| -18% | -$96.6K | 0.03% | 188 |
|
|
2019
Q2 | $560K | Sell |
19,440
-150
| -0.8% | -$4.32K | 0.03% | 171 |
|
|
2019
Q1 | $589K | Sell |
19,590
-1,770
| -8% | -$53.2K | 0.04% | 170 |
|
|
2018
Q4 | $543K | Buy |
21,360
+710
| +3% | +$18K | 0.04% | 174 |
|
|
2018
Q3 | $509K | Sell |
20,650
-282,550
| -93% | -$6.96M | 0.03% | 211 |
|
|
2018
Q2 | $7.36M | Sell |
303,200
-2,580
| -0.8% | -$62.6K | 0.5% | 71 |
|
|
2018
Q1 | $7.21M | Buy |
305,780
+810
| +0.3% | +$19.1K | 0.49% | 75 |
|
|
2017
Q4 | $7.84M | Buy |
304,970
+2,410
| +0.8% | +$61.9K | 0.52% | 69 |
|
|
2017
Q3 | $7.34M | Buy |
302,560
+7,550
| +3% | +$183K | 0.52% | 75 |
|
|
2017
Q2 | $6.88M | Buy |
295,010
+20,870
| +8% | +$486K | 0.49% | 74 |
|
|
2017
Q1 | $6M | Buy |
274,140
+13,250
| +5% | +$290K | 0.45% | 83 |
|
|
2016
Q4 | $4.61M | Buy |
260,890
+21,280
| +9% | +$376K | 0.36% | 94 |
|
|
2016
Q3 | $4.13M | Buy |
239,610
+4,600
| +2% | +$79.4K | 0.34% | 105 |
|
|
2016
Q2 | $3.65M | Buy |
+235,010
| New | +$3.65M | 0.3% | 116 |
|