Cumberland Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.2M | Sell |
178,664
-2,434
| -1% | -$671K | 3.42% | 7 |
|
|
2025
Q1 | $30.3M | Buy |
181,098
+14,668
| +9% | +$2.46M | 2.34% | 15 |
|
|
2024
Q4 | $38.6M | Buy |
166,430
+66,872
| +67% | +$15.5M | 2.69% | 11 |
|
|
2024
Q3 | $17.2M | Buy |
99,558
+25,948
| +35% | +$4.48M | 1.19% | 27 |
|
|
2024
Q2 | $11.8M | Buy |
73,610
+2,210
| +3% | +$355K | 0.86% | 31 |
|
|
2024
Q1 | $9.46M | Sell |
71,400
-4,000
| -5% | -$530K | 0.69% | 34 |
|
|
2023
Q4 | $8.32M | Sell |
75,400
-1,900
| -2% | -$210K | 0.76% | 35 |
|
|
2023
Q3 | $6.42M | Sell |
77,300
-19,350
| -20% | -$1.61M | 0.62% | 35 |
|
|
2023
Q2 | $8.38M | Sell |
96,650
-56,600
| -37% | -$4.91M | 0.77% | 31 |
|
|
2023
Q1 | $9.83M | Buy |
153,250
+62,300
| +68% | +$4M | 0.96% | 30 |
|
|
2022
Q4 | $5.09M | Buy |
90,950
+9,500
| +12% | +$531K | 0.54% | 43 |
|
|
2022
Q3 | $3.62M | Buy |
81,450
+2,990
| +4% | +$133K | 0.38% | 55 |
|
|
2022
Q2 | $3.81M | Sell |
78,460
-36,700
| -32% | -$1.78M | 0.36% | 56 |
|
|
2022
Q1 | $7.25M | Sell |
115,160
-16,050
| -12% | -$1.01M | 0.55% | 48 |
|
|
2021
Q4 | $8.73M | Buy |
131,210
+500
| +0.4% | +$33.3K | 0.61% | 41 |
|
|
2021
Q3 | $6.34M | Buy |
130,710
+3,770
| +3% | +$183K | 0.52% | 54 |
|
|
2021
Q2 | $6.05M | Sell |
126,940
-18,560
| -13% | -$885K | 0.47% | 58 |
|
|
2021
Q1 | $6.75M | Sell |
145,500
-26,850
| -16% | -$1.25M | 0.56% | 51 |
|
|
2020
Q4 | $7.55M | Buy |
172,350
+8,000
| +5% | +$350K | 0.68% | 44 |
|
|
2020
Q3 | $5.99M | Buy |
164,350
+3,000
| +2% | +$109K | 0.63% | 48 |
|
|
2020
Q2 | $5.09M | Buy |
161,350
+42,250
| +35% | +$1.33M | 0.53% | 55 |
|
|
2020
Q1 | $2.82M | Buy |
119,100
+4,750
| +4% | +$113K | 0.34% | 67 |
|
|
2019
Q4 | $3.61M | Buy |
114,350
+2,500
| +2% | +$79K | 0.32% | 66 |
|
|
2019
Q3 | $3.09M | Buy |
111,850
+13,500
| +14% | +$373K | 0.3% | 68 |
|
|
2019
Q2 | $2.83M | Buy |
98,350
+45,000
| +84% | +$1.3M | 0.27% | 72 |
|
|
2019
Q1 | $1.6M | Buy |
+53,350
| New | +$1.6M | 0.16% | 92 |
|
|
2018
Q4 | – | Sell |
-50,000
| Closed | -$1.23M | – | 168 |
|
|
2018
Q3 | $1.23M | Buy |
+50,000
| New | +$1.23M | 0.12% | 101 |
|