Fairhaven Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.58M | Buy |
6,812
+102
| +2% | +$23.6K | 0.49% | 35 |
|
|
2024
Q3 | $1.16M | Buy |
6,710
+40
| +0.6% | +$6.9K | 0.35% | 42 |
|
|
2024
Q2 | $1.07M | Buy |
6,670
+140
| +2% | +$22.5K | 0.35% | 43 |
|
|
2024
Q1 | $865K | Hold |
6,530
| – | – | 0.3% | 45 |
|
|
2023
Q4 | $729K | Hold |
6,530
| – | – | 0.27% | 46 |
|
|
2023
Q3 | $542K | Hold |
6,530
| – | – | 0.22% | 54 |
|
|
2023
Q2 | $566K | Buy |
+6,530
| New | +$566K | 0.22% | 55 |
|
|
2022
Q4 | $365K | Sell |
6,530
-1,270
| -16% | -$71K | 0.16% | 65 |
|
|
2022
Q3 | $346K | Hold |
7,800
| – | – | 0.15% | 64 |
|
|
2022
Q2 | $379K | Hold |
7,800
| – | – | 0.18% | 60 |
|
|
2022
Q1 | $491K | Hold |
7,800
| – | – | 0.2% | 58 |
|
|
2021
Q4 | $519K | Sell |
7,800
-40
| -0.5% | -$2.66K | 0.2% | 56 |
|
|
2021
Q3 | $380K | Sell |
7,840
-30
| -0.4% | -$1.45K | 0.16% | 70 |
|
|
2021
Q2 | $375K | Sell |
7,870
-330
| -4% | -$15.7K | 0.15% | 70 |
|
|
2021
Q1 | $380K | Hold |
8,200
| – | – | 0.16% | 69 |
|
|
2020
Q4 | $359K | Hold |
8,200
| – | – | 0.16% | 70 |
|
|
2020
Q3 | $299K | Sell |
8,200
-400
| -5% | -$14.6K | 0.18% | 64 |
|
|
2020
Q2 | $271K | Buy |
+8,600
| New | +$271K | 0.18% | 69 |
|
|
2019
Q4 | – | Sell |
-8,820
| Closed | -$243K | – | 79 |
|
|
2019
Q3 | $243K | Hold |
8,820
| – | – | 0.23% | 62 |
|
|
2019
Q2 | $254K | Sell |
8,820
-350
| -4% | -$10.1K | 0.24% | 58 |
|
|
2019
Q1 | $276K | Sell |
9,170
-2,480
| -21% | -$74.6K | 0.26% | 55 |
|
|
2018
Q4 | $296K | Buy |
+11,650
| New | +$296K | 0.29% | 48 |
|