Choate Investment Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.12M | Buy |
33,090
+4,181
| +14% | +$1.15M | 0.2% | 65 |
|
|
2025
Q1 | $4.84M | Buy |
28,909
+412
| +1% | +$69K | 0.12% | 82 |
|
|
2024
Q4 | $6.61M | Buy |
28,497
+3,450
| +14% | +$800K | 0.16% | 73 |
|
|
2024
Q3 | $4.32M | Buy |
25,047
+287
| +1% | +$49.5K | 0.11% | 88 |
|
|
2024
Q2 | $3.98M | Buy |
24,760
+1,160
| +5% | +$186K | 0.1% | 90 |
|
|
2024
Q1 | $3.13M | Buy |
23,600
+370
| +2% | +$49K | 0.08% | 115 |
|
|
2023
Q4 | $2.59M | Buy |
23,230
+810
| +4% | +$90.4K | 0.08% | 114 |
|
|
2023
Q3 | $1.86M | Buy |
22,420
+7,230
| +48% | +$601K | 0.07% | 109 |
|
|
2023
Q2 | $1.32M | Buy |
15,190
+10,130
| +200% | +$879K | 0.06% | 115 |
|
|
2023
Q1 | $325K | Hold |
5,060
| – | – | 0.02% | 219 |
|
|
2022
Q4 | $283K | Sell |
5,060
-310
| -6% | -$17.3K | 0.02% | 228 |
|
|
2022
Q3 | $238K | Sell |
5,370
-1,170
| -18% | -$51.9K | 0.02% | 223 |
|
|
2022
Q2 | $318K | Hold |
6,540
| – | – | 0.02% | 209 |
|
|
2022
Q1 | $412K | Sell |
6,540
-1,610
| -20% | -$101K | 0.02% | 210 |
|
|
2021
Q4 | $542K | Buy |
8,150
+270
| +3% | +$18K | 0.03% | 175 |
|
|
2021
Q3 | $382K | Sell |
7,880
-10
| -0.1% | -$485 | 0.02% | 197 |
|
|
2021
Q2 | $376K | Buy |
7,890
+2,260
| +40% | +$108K | 0.02% | 199 |
|
|
2021
Q1 | $261K | Buy |
5,630
+600
| +12% | +$27.8K | 0.02% | 232 |
|
|
2020
Q4 | $220K | Buy |
+5,030
| New | +$220K | 0.01% | 231 |
|