Essex Financial Services’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.59M | Buy |
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|
2025
Q1 | $3.19M | Sell |
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|
2024
Q4 | $4.8M | Buy |
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|
2024
Q3 | $3.71M | Sell |
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|
2024
Q2 | $2.87M | Buy |
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|
2024
Q1 | $2.41M | Buy |
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|
2023
Q4 | $2.01M | Buy |
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|
2023
Q3 | $1.33M | Buy |
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|
2023
Q2 | $1.37M | Sell |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $833K | Sell |
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|
2022
Q3 | $708K | Buy |
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|
2022
Q2 | $774K | Sell |
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|
2022
Q1 | $1.03M | Sell |
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|
2021
Q4 | $1.1M | Sell |
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|
2021
Q3 | $807K | Buy |
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|
2021
Q2 | $729K | Hold |
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|
2021
Q1 | $729K | Buy |
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|
2020
Q4 | $635K | Buy |
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|
2020
Q3 | $494K | Buy |
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|
2020
Q2 | $376K | Sell |
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|
2020
Q1 | $351K | Buy |
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|
2019
Q4 | $244K | Buy |
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|
2019
Q3 | $208K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $210K | Buy |
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