Braun-Bostich & Associates’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Sell |
6,724
-211
| -3% | -$58.2K | 1.27% | 25 |
|
|
2025
Q1 | $1.16M | Sell |
6,935
-128
| -2% | -$21.4K | 0.86% | 33 |
|
|
2024
Q4 | $1.64M | Sell |
7,063
-776
| -10% | -$180K | 1.18% | 22 |
|
|
2024
Q3 | $1.35M | Buy |
7,839
+119
| +2% | +$20.5K | 0.94% | 28 |
|
|
2024
Q2 | $1.24M | Sell |
7,720
-70
| -0.9% | -$11.2K | 0.92% | 31 |
|
|
2024
Q1 | $1.03M | Sell |
7,790
-600
| -7% | -$79.5K | 0.86% | 32 |
|
|
2023
Q4 | $937K | Buy |
+8,390
| New | +$937K | 0.85% | 29 |
|
|
2023
Q3 | – | Sell |
-6,300
| Closed | -$546K | – | 56 |
|
|
2023
Q2 | $546K | Buy |
6,300
+570
| +10% | +$49.4K | 1.17% | 33 |
|
|
2023
Q1 | $368K | Buy |
5,730
+460
| +9% | +$29.5K | 0.87% | 44 |
|
|
2022
Q4 | $295K | Buy |
5,270
+340
| +7% | +$19K | 0.85% | 42 |
|
|
2022
Q3 | $219K | Sell |
4,930
-640
| -11% | -$28.4K | 0.67% | 54 |
|
|
2022
Q2 | $271K | Hold |
5,570
| – | – | 0.7% | 51 |
|
|
2022
Q1 | $351K | Buy |
+5,570
| New | +$351K | 0.76% | 40 |
|
|
2021
Q4 | – | Sell |
-5,480
| Closed | -$266K | – | 106 |
|
|
2021
Q3 | $266K | Buy |
5,480
+50
| +0.9% | +$2.43K | 0.5% | 56 |
|
|
2021
Q2 | $259K | Sell |
5,430
-340
| -6% | -$16.2K | 0.47% | 53 |
|
|
2021
Q1 | $268K | Sell |
5,770
-210
| -4% | -$9.75K | 0.52% | 53 |
|
|
2020
Q4 | $262K | Sell |
5,980
-390
| -6% | -$17.1K | 0.53% | 49 |
|
|
2020
Q3 | $232K | Sell |
6,370
-7,470
| -54% | -$272K | 0.23% | 76 |
|
|
2020
Q2 | $437K | Hold |
13,840
| – | – | 0.43% | 42 |
|
|
2020
Q1 | $310K | Sell |
13,840
-390
| -3% | -$8.74K | 0.39% | 57 |
|
|
2019
Q4 | $459K | Sell |
14,230
-4,280
| -23% | -$138K | 0.45% | 47 |
|
|
2019
Q3 | $511K | Sell |
18,510
-1,680
| -8% | -$46.4K | 0.59% | 32 |
|
|
2019
Q2 | $581K | Sell |
20,190
-7,010
| -26% | -$202K | 0.61% | 30 |
|
|
2019
Q1 | $818K | Sell |
27,200
-13,170
| -33% | -$396K | 0.85% | 25 |
|
|
2018
Q4 | $1.03M | Buy |
40,370
+20,970
| +108% | +$533K | 1.09% | 26 |
|
|
2018
Q3 | $479K | Buy |
19,400
+780
| +4% | +$19.3K | 0.46% | 74 |
|
|
2018
Q2 | $452K | Sell |
18,620
-220
| -1% | -$5.34K | 0.45% | 78 |
|
|
2018
Q1 | $444K | Buy |
18,840
+3,980
| +27% | +$93.8K | 0.38% | 83 |
|
|
2017
Q4 | $382K | Buy |
+14,860
| New | +$382K | 0.32% | 87 |
|