Boston Trust Walden’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.12M | Buy |
25,832
+1,672
| +7% | +$461K | 0.05% | 219 |
|
2025
Q1 | $4.05M | Sell |
24,160
-145
| -0.6% | -$24.3K | 0.03% | 229 |
|
2024
Q4 | $5.63M | Sell |
24,305
-125
| -0.5% | -$29K | 0.04% | 223 |
|
2024
Q3 | $4.21M | Hold |
24,430
| – | – | 0.03% | 232 |
|
2024
Q2 | $3.92M | Sell |
24,430
-250
| -1% | -$40.1K | 0.03% | 230 |
|
2024
Q1 | $3.27M | Sell |
24,680
-60
| -0.2% | -$7.95K | 0.02% | 233 |
|
2023
Q4 | $2.76M | Buy |
24,740
+930
| +4% | +$104K | 0.02% | 235 |
|
2023
Q3 | $1.98M | Buy |
23,810
+150
| +0.6% | +$12.5K | 0.02% | 243 |
|
2023
Q2 | $2.05M | Buy |
23,660
+1,110
| +5% | +$96.3K | 0.02% | 247 |
|
2023
Q1 | $1.45M | Hold |
22,550
| – | – | 0.01% | 256 |
|
2022
Q4 | $1.26M | Buy |
22,550
+4,080
| +22% | +$228K | 0.01% | 269 |
|
2022
Q3 | $820K | Buy |
18,470
+1,000
| +6% | +$44.4K | 0.01% | 282 |
|
2022
Q2 | $849K | Buy |
17,470
+1,130
| +7% | +$54.9K | 0.01% | 282 |
|
2022
Q1 | $1.03M | Hold |
16,340
| – | – | 0.01% | 278 |
|
2021
Q4 | $1.09M | Buy |
16,340
+830
| +5% | +$55.2K | 0.01% | 281 |
|
2021
Q3 | $752K | Hold |
15,510
| – | – | 0.01% | 301 |
|
2021
Q2 | $740K | Hold |
15,510
| – | – | 0.01% | 303 |
|
2021
Q1 | $719K | Hold |
15,510
| – | – | 0.01% | 298 |
|
2020
Q4 | $679K | Hold |
15,510
| – | – | 0.01% | 300 |
|
2020
Q3 | $565K | Sell |
15,510
-240
| -2% | -$8.74K | 0.01% | 307 |
|
2020
Q2 | $497K | Hold |
15,750
| – | – | 0.01% | 311 |
|
2020
Q1 | $373K | Sell |
15,750
-5,550
| -26% | -$131K | 0.01% | 317 |
|
2019
Q4 | $673K | Sell |
21,300
-760
| -3% | -$24K | 0.01% | 309 |
|
2019
Q3 | $609K | Buy |
22,060
+4,840
| +28% | +$134K | 0.01% | 314 |
|
2019
Q2 | $496K | Sell |
17,220
-1,610
| -9% | -$46.4K | 0.01% | 329 |
|
2019
Q1 | $566K | Buy |
18,830
+320
| +2% | +$9.62K | 0.01% | 326 |
|
2018
Q4 | $471K | Hold |
18,510
| – | – | 0.01% | 328 |
|
2018
Q3 | $457K | Hold |
18,510
| – | – | 0.01% | 338 |
|
2018
Q2 | $449K | Buy |
+18,510
| New | +$449K | 0.01% | 338 |
|
2018
Q1 | – | Sell |
-17,710
| Closed | -$455K | – | 383 |
|
2017
Q4 | $455K | Sell |
17,710
-300
| -2% | -$7.71K | 0.01% | 341 |
|
2017
Q3 | $437K | Hold |
18,010
| – | – | 0.01% | 343 |
|
2017
Q2 | $420K | Buy |
18,010
+8,000
| +80% | +$187K | 0.01% | 341 |
|
2017
Q1 | $219K | Buy |
+10,010
| New | +$219K | ﹤0.01% | 345 |
|