EFS
Essex Financial Services’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.59M | Buy |
20,268
+1,220
| +6% | +$336K | 0.37% | 61 |
|
|
2025
Q1 | $3.19M | Sell |
19,048
-1,659
| -8% | -$278K | 0.23% | 98 |
|
|
2024
Q4 | $4.8M | Buy |
20,707
+15
| +0.1% | +$3.48K | 0.34% | 65 |
|
|
2024
Q3 | $3.71M | Buy |
20,692
+1,022
| +5% | +$183K | 0.27% | 86 |
|
|
2024
Q2 | $2.87M | Buy |
19,670
+17,848
| +980% | +$2.6M | 0.21% | 99 |
|
|
2024
Q1 | $2.41M | Buy |
1,822
+24
| +1% | +$31.8K | 0.22% | 96 |
|
|
2023
Q4 | $2.01M | Buy |
1,798
+192
| +12% | +$214K | 0.21% | 106 |
|
|
2023
Q3 | $1.33M | Buy |
1,606
+28
| +2% | +$23.3K | 0.15% | 139 |
|
|
2023
Q2 | $1.37M | Sell |
1,578
-24
| -1% | -$20.8K | 0.16% | 136 |
|
|
2023
Q1 | $1.03M | Buy |
1,602
+111
| +7% | +$71.2K | 0.11% | 178 |
|
|
2022
Q4 | $833K | Sell |
1,491
-104
| -7% | -$58.1K | 0.09% | 207 |
|
|
2022
Q3 | $708K | Buy |
1,595
+2
| +0.1% | +$888 | 0.08% | 206 |
|
|
2022
Q2 | $774K | Sell |
1,593
-51
| -3% | -$24.8K | 0.09% | 213 |
|
|
2022
Q1 | $1.04M | Sell |
1,644
-15
| -0.9% | -$9.44K | 0.1% | 197 |
|
|
2021
Q4 | $1.1M | Sell |
1,659
-4
| -0.2% | -$2.66K | 0.11% | 185 |
|
|
2021
Q3 | $807K | Buy |
1,663
+92
| +6% | +$44.6K | 0.09% | 211 |
|
|
2021
Q2 | $729K | Hold |
1,571
| – | – | 0.11% | 194 |
|
|
2021
Q1 | $729K | Buy |
1,571
+120
| +8% | +$55.7K | 0.13% | 162 |
|
|
2020
Q4 | $635K | Buy |
1,451
+94
| +7% | +$41.1K | 0.13% | 160 |
|
|
2020
Q3 | $494K | Buy |
1,357
+165
| +14% | +$60.1K | 0.12% | 162 |
|
|
2020
Q2 | $376K | Sell |
1,192
-288
| -19% | -$90.8K | 0.12% | 164 |
|
|
2020
Q1 | $351K | Buy |
1,480
+709
| +92% | +$168K | 0.13% | 158 |
|
|
2019
Q4 | $244K | Buy |
771
+17
| +2% | +$5.38K | 0.07% | 235 |
|
|
2019
Q3 | $208K | Buy |
+754
| New | +$208K | 0.07% | 233 |
|
|
2019
Q2 | – | Sell |
-697
| Closed | -$210K | – | 244 |
|
|
2019
Q1 | $210K | Buy |
+697
| New | +$210K | 0.06% | 212 |
|