EI
Ethic Inc’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.7M | Buy |
329,339
+5,249
| +2% | +$1.41M | 1.59% | 8 |
|
|
2025
Q1 | $54.6M | Buy |
324,090
+5,060
| +2% | +$853K | 1.11% | 10 |
|
|
2024
Q4 | $74M | Buy |
319,030
+293,272
| +1,139% | +$68M | 1.49% | 8 |
|
|
2024
Q3 | $34.1M | Sell |
25,758
-1,353
| -5% | -$1.79M | 0.86% | 13 |
|
|
2024
Q2 | $43.5M | Buy |
27,111
+1,353
| +5% | +$2.17M | 1.02% | 9 |
|
|
2024
Q1 | $34.1M | Buy |
25,758
+1,540
| +6% | +$2.04M | 0.86% | 13 |
|
|
2023
Q4 | $27M | Buy |
24,218
+2,135
| +10% | +$2.38M | 0.8% | 12 |
|
|
2023
Q3 | $18.3M | Buy |
22,083
+2,082
| +10% | +$1.73M | 0.64% | 17 |
|
|
2023
Q2 | $17.3M | Buy |
20,001
+139
| +0.7% | +$121K | 0.64% | 17 |
|
|
2023
Q1 | $12.7M | Buy |
19,862
+511
| +3% | +$328K | 0.52% | 26 |
|
|
2022
Q4 | $10.8M | Buy |
19,351
+163
| +0.8% | +$91.1K | 0.58% | 23 |
|
|
2022
Q3 | $8.52M | Buy |
19,188
+1,154
| +6% | +$512K | 0.58% | 22 |
|
|
2022
Q2 | $8.76M | Buy |
18,034
+2,965
| +20% | +$1.44M | 0.61% | 18 |
|
|
2022
Q1 | $9.49M | Buy |
15,069
+861
| +6% | +$542K | 0.65% | 15 |
|
|
2021
Q4 | $9.45M | Buy |
14,208
+1,209
| +9% | +$804K | 0.73% | 14 |
|
|
2021
Q3 | $6.3M | Buy |
12,999
+1,055
| +9% | +$512K | 0.65% | 24 |
|
|
2021
Q2 | $5.7M | Buy |
11,944
+3,716
| +45% | +$1.77M | 0.69% | 22 |
|
|
2021
Q1 | $3.82M | Buy |
8,228
+2,722
| +49% | +$1.26M | 0.68% | 25 |
|
|
2020
Q4 | $2.41M | Buy |
5,506
+2,938
| +114% | +$1.29M | 0.64% | 25 |
|
|
2020
Q3 | $935K | Buy |
2,568
+963
| +60% | +$351K | 0.36% | 64 |
|
|
2020
Q2 | $507K | Sell |
1,605
-224
| -12% | -$70.8K | 0.29% | 97 |
|
|
2020
Q1 | $434K | Buy |
1,829
+391
| +27% | +$92.8K | 0.36% | 87 |
|
|
2019
Q4 | $454K | Buy |
+1,438
| New | +$454K | 0.33% | 101 |
|