Great Diamond Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.97M | Sell |
21,654
-1,863
| -8% | -$514K | 1.26% | 15 |
|
2025
Q1 | $3.94M | Buy |
23,517
+55
| +0.2% | +$9.21K | 1.08% | 20 |
|
2024
Q4 | $5.44M | Sell |
23,462
-935
| -4% | -$217K | 1.41% | 17 |
|
2024
Q3 | $4.21M | Sell |
24,397
-3,583
| -13% | -$618K | 1.07% | 23 |
|
2024
Q2 | $4.49M | Buy |
27,980
+60
| +0.2% | +$9.63K | 1.06% | 24 |
|
2024
Q1 | $3.7M | Buy |
27,920
+10,980
| +65% | +$1.46M | 0.85% | 30 |
|
2023
Q4 | $1.89M | Sell |
16,940
-130
| -0.8% | -$14.5K | 0.47% | 56 |
|
2023
Q3 | $1.42M | Buy |
17,070
+290
| +2% | +$24.1K | 0.38% | 68 |
|
2023
Q2 | $1.46M | Buy |
16,780
+7,630
| +83% | +$662K | 0.38% | 70 |
|
2023
Q1 | $587K | Sell |
9,150
-270
| -3% | -$17.3K | 0.17% | 116 |
|
2022
Q4 | $527K | Sell |
9,420
-360
| -4% | -$20.1K | 0.16% | 118 |
|
2022
Q3 | $434K | Sell |
9,780
-960
| -9% | -$42.6K | 0.15% | 129 |
|
2022
Q2 | $521K | Sell |
10,740
-480
| -4% | -$23.3K | 0.17% | 111 |
|
2022
Q1 | $706K | Sell |
11,220
-100
| -0.9% | -$6.29K | 0.2% | 101 |
|
2021
Q4 | $753K | Buy |
11,320
+700
| +7% | +$46.6K | 0.19% | 102 |
|
2021
Q3 | $514K | Buy |
10,620
+5,700
| +116% | +$276K | 0.14% | 118 |
|
2021
Q2 | $234K | Buy |
4,920
+580
| +13% | +$27.6K | 0.07% | 182 |
|
2021
Q1 | $201K | Buy |
+4,340
| New | +$201K | 0.06% | 194 |
|
2020
Q1 | – | Sell |
-870
| Closed | -$27K | – | 157 |
|
2019
Q4 | $27K | Buy |
+870
| New | +$27K | 0.01% | 396 |
|