Bradley Foster & Sargent’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.1M | Buy |
138,084
+3,100
| +2% | +$855K | 0.6% | 48 |
|
|
2025
Q1 | $22.6M | Sell |
134,984
-16,214
| -11% | -$2.71M | 0.39% | 65 |
|
|
2024
Q4 | $35.1M | Sell |
151,198
-16,888
| -10% | -$3.92M | 0.59% | 48 |
|
|
2024
Q3 | $29M | Buy |
168,086
+9,086
| +6% | +$1.57M | 0.48% | 54 |
|
|
2024
Q2 | $25.5M | Buy |
159,000
+20
| +0% | +$3.21K | 0.46% | 54 |
|
|
2024
Q1 | $21.1M | Sell |
158,980
-10,110
| -6% | -$1.34M | 0.38% | 63 |
|
|
2023
Q4 | $18.9M | Buy |
169,090
+13,400
| +9% | +$1.5M | 0.37% | 64 |
|
|
2023
Q3 | $13.5M | Hold |
155,690
| – | – | 0.28% | 76 |
|
|
2023
Q2 | $13.5M | Buy |
155,690
+8,930
| +6% | +$775K | 0.28% | 76 |
|
|
2023
Q1 | $9.42M | Buy |
146,760
+470
| +0.3% | +$30.2K | 0.22% | 83 |
|
|
2022
Q4 | $8.18M | Buy |
146,290
+160
| +0.1% | +$8.95K | 0.21% | 84 |
|
|
2022
Q3 | $6.49M | Buy |
146,130
+3,330
| +2% | +$148K | 0.18% | 94 |
|
|
2022
Q2 | $6.94M | Buy |
142,800
+6,640
| +5% | +$323K | 0.18% | 92 |
|
|
2022
Q1 | $8.57M | Sell |
136,160
-3,360
| -2% | -$212K | 0.18% | 91 |
|
|
2021
Q4 | $9.28M | Buy |
139,520
+12,180
| +10% | +$810K | 0.19% | 93 |
|
|
2021
Q3 | $6.18M | Buy |
+127,340
| New | +$6.18M | 0.15% | 109 |
|
|
2016
Q2 | – | Sell |
-15,000
| Closed | -$232K | – | 331 |
|
|
2016
Q1 | $232K | Hold |
15,000
| – | – | 0.01% | 307 |
|
|
2015
Q4 | $218K | Buy |
+15,000
| New | +$218K | 0.01% | 317 |
|