Brown, Lisle/Cummings’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $761K | Sell |
2,762
-90
| -3% | -$24.8K | 0.2% | 112 |
|
|
2025
Q1 | $478K | Buy |
2,852
+97
| +4% | +$16.2K | 0.14% | 146 |
|
|
2024
Q4 | $639K | Buy |
2,755
+205
| +8% | +$47.5K | 0.19% | 117 |
|
|
2024
Q3 | $440K | Buy |
2,550
+230
| +10% | +$39.7K | 0.13% | 148 |
|
|
2024
Q2 | $372K | Sell |
2,320
-370
| -14% | -$59.4K | 0.12% | 157 |
|
|
2024
Q1 | $357K | Sell |
2,690
-140
| -5% | -$18.6K | 0.12% | 156 |
|
|
2023
Q4 | $316K | Buy |
2,830
+460
| +19% | +$51.3K | 0.12% | 160 |
|
|
2023
Q3 | $197K | Sell |
2,370
-50
| -2% | -$4.15K | 0.09% | 186 |
|
|
2023
Q2 | $210K | Buy |
2,420
+370
| +18% | +$32.1K | 0.09% | 172 |
|
|
2023
Q1 | $132K | Buy |
2,050
+250
| +14% | +$16K | 0.07% | 200 |
|
|
2022
Q4 | $101K | Hold |
1,800
| – | – | 0.05% | 207 |
|
|
2022
Q3 | $79.9K | Hold |
1,800
| – | – | 0.05% | 215 |
|
|
2022
Q2 | $87.4K | Hold |
1,800
| – | – | 0.05% | 209 |
|
|
2022
Q1 | $113K | Hold |
1,800
| – | – | 0.05% | 204 |
|
|
2021
Q4 | $120K | Buy |
+1,800
| New | +$120K | 0.06% | 200 |
|