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