Douglass Winthrop 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 | $4.32M | Sell |
15,672
-1,096
| -7% | -$302K | 0.08% | 80 |
|
|
2025
Q1 | $2.81M | Sell |
16,768
-532
| -3% | -$89.1K | 0.05% | 93 |
|
|
2024
Q4 | $4.01M | Hold |
17,300
| – | – | 0.08% | 82 |
|
|
2024
Q3 | $2.98M | Buy |
17,300
+950
| +6% | +$164K | 0.06% | 92 |
|
|
2024
Q2 | $2.63M | Sell |
16,350
-1,500
| -8% | -$241K | 0.05% | 91 |
|
|
2024
Q1 | $2.37M | Buy |
17,850
+8,960
| +101% | +$1.19M | 0.05% | 96 |
|
|
2023
Q4 | $992K | Buy |
8,890
+3,980
| +81% | +$444K | 0.02% | 124 |
|
|
2023
Q3 | $408K | Buy |
4,910
+140
| +3% | +$11.6K | 0.01% | 176 |
|
|
2023
Q2 | $414K | Hold |
4,770
| – | – | 0.01% | 181 |
|
|
2023
Q1 | $306K | Hold |
4,770
| – | – | 0.01% | 205 |
|
|
2022
Q4 | $267K | Hold |
4,770
| – | – | 0.01% | 214 |
|
|
2022
Q3 | $212K | Hold |
4,770
| – | – | 0.01% | 230 |
|
|
2022
Q2 | $232K | Sell |
4,770
-1,000
| -17% | -$48.6K | 0.01% | 232 |
|
|
2022
Q1 | $363K | Hold |
5,770
| – | – | 0.01% | 213 |
|
|
2021
Q4 | $384K | Hold |
5,770
| – | – | 0.01% | 219 |
|
|
2021
Q3 | $280K | Sell |
5,770
-2,000
| -26% | -$97.1K | 0.01% | 241 |
|
|
2021
Q2 | $371K | Hold |
7,770
| – | – | 0.01% | 224 |
|
|
2021
Q1 | $360K | Hold |
7,770
| – | – | 0.01% | 217 |
|
|
2020
Q4 | $340K | Hold |
7,770
| – | – | 0.01% | 217 |
|
|
2020
Q3 | $283K | Hold |
7,770
| – | – | 0.01% | 224 |
|
|
2020
Q2 | $245K | Buy |
+7,770
| New | +$245K | 0.01% | 220 |
|
|
2015
Q1 | – | Sell |
-20,480
| Closed | -$206K | – | 250 |
|
|
2014
Q4 | $206K | Sell |
20,480
-21,620
| -51% | -$217K | 0.02% | 205 |
|
|
2014
Q3 | $366K | Buy |
+42,100
| New | +$366K | 0.03% | 150 |
|