Essex Savings Bank’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.9M | Sell |
23,566
-994
| -4% | -$399K | 1.93% | 11 |
|
|
2026
Q1 | $7.6M | Sell |
24,560
-4
| -0% | -$1.32K | 1.68% | 12 |
|
|
2025
Q4 | $8.5M | Sell |
24,564
-174
| -0.7% | -$62.2K | 1.84% | 13 |
|
|
2025
Q3 | $8.16M | Sell |
24,738
-438
| -2% | -$134K | 1.84% | 11 |
|
|
2025
Q2 | $6.94M | Sell |
25,176
-498
| -2% | -$108K | 1.65% | 12 |
|
|
2025
Q1 | $4.3M | Buy |
25,674
+137
| +0.5% | +$29K | 1.06% | 20 |
|
|
2024
Q4 | $5.92M | Sell |
25,537
-178
| -0.7% | -$32.9K | 1.47% | 14 |
|
|
2024
Q3 | $4.44M | Buy |
25,715
+165
| +0.6% | +$26.5K | 1.11% | 19 |
|
|
2024
Q2 | $4.1M | Sell |
25,550
-1,210
| -5% | -$170K | 1.1% | 19 |
|
|
2024
Q1 | $2.99M | Hold |
26,760
| – | – | 0.87% | 24 |
|
|
2023
Q4 | $2.99M | Buy |
26,760
+560
| +2% | +$53K | 0.87% | 24 |
|
|
2023
Q3 | $2.18M | Sell |
26,200
-110
| -0.4% | -$9.54K | 0.73% | 27 |
|
|
2023
Q2 | $2.28M | Buy |
26,310
+240
| +0.9% | +$17.1K | 0.76% | 27 |
|
|
2023
Q1 | $1.67M | Sell |
26,070
-70
| -0.3% | -$4.21K | 0.58% | 35 |
|
|
2022
Q4 | $1.46M | Buy |
26,140
+1,040
| +4% | +$52.1K | 0.51% | 41 |
|
|
2022
Q3 | $1.11M | Sell |
25,100
-320
| -1% | -$16.3K | 0.44% | 51 |
|
|
2022
Q2 | $1.24M | Sell |
25,420
-1,190
| -4% | -$66.8K | 0.47% | 50 |
|
|
2022
Q1 | $1.68M | Buy |
26,610
+5,210
| +24% | +$309K | 0.55% | 40 |
|
|
2021
Q4 | $1.42M | Sell |
21,400
-470
| -2% | -$26.4K | 0.48% | 50 |
|
|
2021
Q3 | $1.09M | Buy |
21,870
+740
| +4% | +$36K | 0.4% | 67 |
|
|
2021
Q2 | $998K | Buy |
21,130
+2,070
| +11% | +$95.9K | 0.39% | 70 |
|
|
2021
Q1 | $896K | Sell |
19,060
-200
| -1% | -$9.25K | 0.39% | 69 |
|
|
2020
Q4 | $843K | Sell |
19,260
-630
| -3% | -$24.6K | 0.38% | 72 |
|
|
2020
Q3 | $724K | Buy |
19,890
+9,120
| +85% | +$305K | 0.35% | 79 |
|
|
2020
Q2 | $340K | Buy |
10,770
+230
| +2% | +$6.44K | 0.2% | 118 |
|
|
2020
Q1 | $250K | Buy |
10,540
+240
| +2% | +$6.76K | 0.18% | 124 |
|
|
2019
Q4 | $326K | Buy |
10,300
+140
| +1% | +$4.25K | 0.17% | 128 |
|
|
2019
Q3 | $280K | Sell |
10,160
-1,830
| -15% | -$52K | 0.15% | 136 |
|
|
2019
Q2 | $345K | Buy |
11,990
+7,840
| +189% | +$228K | 0.12% | 152 |
|
|
2019
Q1 | $125K | Buy |
4,150
+2,250
| +118% | +$61K | 0.07% | 190 |
|
|
2018
Q4 | $48K | Buy |
+1,900
| New | +$44.8K | 0.03% | 293 |
|
Other funds holding AVGO
Essex Savings Bank's AVGO Position: Q2 2026 in Review
Essex Savings Bank reduced its Broadcom (AVGO) stake by 4% in Q2 2026, selling an estimated $399K and leaving 23,566 shares worth $8.9M. The position accounts for 1.93% of the portfolio, ranked #11.
Essex Savings Bank first reported a position in AVGO in Q4 2018 and has held it in 31 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Essex Savings Bank held 23,566 shares of Broadcom worth $8.9M as of Q2 2026.
- Essex Savings Bank sold 994 Broadcom shares in Q2 2026, an estimated $399K.
- Broadcom made up 1.93% of Essex Savings Bank's portfolio in Q2 2026, its #11 holding.
- Essex Savings Bank first reported a position in Broadcom in Q4 2018 and has held it in 31 quarters since.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.