E.S. Barr & Co’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Hold |
5,836
| – | – | 0.09% | 49 |
|
|
2025
Q1 | $977K | Hold |
5,836
| – | – | 0.06% | 54 |
|
|
2024
Q4 | $1.35M | Buy |
5,836
+166
| +3% | +$38.5K | 0.08% | 52 |
|
|
2024
Q3 | $978K | Buy |
5,670
+70
| +1% | +$12.1K | 0.06% | 55 |
|
|
2024
Q2 | $899K | Sell |
5,600
-150
| -3% | -$24.1K | 0.06% | 54 |
|
|
2024
Q1 | $762K | Hold |
5,750
| – | – | 0.05% | 57 |
|
|
2023
Q4 | $642K | Hold |
5,750
| – | – | 0.04% | 59 |
|
|
2023
Q3 | $478K | Buy |
5,750
+2,070
| +56% | +$172K | 0.03% | 68 |
|
|
2023
Q2 | $319K | Buy |
+3,680
| New | +$319K | 0.02% | 78 |
|
|
2022
Q2 | – | Sell |
-3,230
| Closed | -$203K | – | 91 |
|
|
2022
Q1 | $203K | Sell |
3,230
-450
| -12% | -$28.3K | 0.01% | 95 |
|
|
2021
Q4 | $245K | Buy |
+3,680
| New | +$245K | 0.02% | 96 |
|