Greenleaf Trust’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.7M | Sell |
111,252
-5,714
| -5% | -$1.58M | 0.27% | 26 |
|
|
2025
Q1 | $19.6M | Buy |
116,966
+3,670
| +3% | +$614K | 0.18% | 37 |
|
|
2024
Q4 | $26.3M | Buy |
113,296
+5,827
| +5% | +$1.35M | 0.24% | 30 |
|
|
2024
Q3 | $18.5M | Buy |
107,469
+2,099
| +2% | +$362K | 0.16% | 40 |
|
|
2024
Q2 | $16.9M | Buy |
105,370
+3,480
| +3% | +$559K | 0.16% | 43 |
|
|
2024
Q1 | $13.5M | Sell |
101,890
-5,680
| -5% | -$753K | 0.13% | 52 |
|
|
2023
Q4 | $12M | Buy |
107,570
+5,710
| +6% | +$637K | 0.13% | 57 |
|
|
2023
Q3 | $8.46M | Buy |
101,860
+1,320
| +1% | +$110K | 0.1% | 65 |
|
|
2023
Q2 | $8.72M | Sell |
100,540
-2,700
| -3% | -$234K | 0.09% | 63 |
|
|
2023
Q1 | $6.62M | Buy |
103,240
+4,170
| +4% | +$268K | 0.07% | 79 |
|
|
2022
Q4 | $5.54M | Buy |
99,070
+1,030
| +1% | +$57.6K | 0.07% | 82 |
|
|
2022
Q3 | $4.35M | Buy |
98,040
+2,510
| +3% | +$111K | 0.06% | 84 |
|
|
2022
Q2 | $4.64M | Buy |
95,530
+1,890
| +2% | +$91.8K | 0.07% | 71 |
|
|
2022
Q1 | $5.9M | Buy |
93,640
+8,930
| +11% | +$562K | 0.07% | 61 |
|
|
2021
Q4 | $5.64M | Buy |
84,710
+5,460
| +7% | +$363K | 0.07% | 71 |
|
|
2021
Q3 | $3.84M | Buy |
79,250
+1,490
| +2% | +$72.3K | 0.05% | 78 |
|
|
2021
Q2 | $3.71M | Buy |
77,760
+1,380
| +2% | +$65.8K | 0.05% | 82 |
|
|
2021
Q1 | $3.54M | Buy |
76,380
+9,410
| +14% | +$436K | 0.05% | 80 |
|
|
2020
Q4 | $2.93M | Buy |
66,970
+3,120
| +5% | +$137K | 0.04% | 88 |
|
|
2020
Q3 | $2.33M | Buy |
63,850
+2,080
| +3% | +$75.8K | 0.04% | 91 |
|
|
2020
Q2 | $1.95M | Buy |
61,770
+8,560
| +16% | +$270K | 0.03% | 99 |
|
|
2020
Q1 | $1.26M | Sell |
53,210
-6,540
| -11% | -$155K | 0.03% | 113 |
|
|
2019
Q4 | $1.89M | Buy |
59,750
+620
| +1% | +$19.6K | 0.03% | 103 |
|
|
2019
Q3 | $1.63M | Buy |
59,130
+2,770
| +5% | +$76.5K | 0.03% | 112 |
|
|
2019
Q2 | $1.62M | Buy |
56,360
+80
| +0.1% | +$2.3K | 0.03% | 113 |
|
|
2019
Q1 | $1.69M | Sell |
56,280
-500
| -0.9% | -$15K | 0.03% | 106 |
|
|
2018
Q4 | $1.44M | Buy |
56,780
+6,980
| +14% | +$178K | 0.03% | 114 |
|
|
2018
Q3 | $1.23M | Sell |
49,800
-1,160
| -2% | -$28.6K | 0.02% | 142 |
|
|
2018
Q2 | $1.24M | Buy |
50,960
+9,190
| +22% | +$223K | 0.02% | 135 |
|
|
2018
Q1 | $984K | Buy |
41,770
+830
| +2% | +$19.6K | 0.02% | 153 |
|
|
2017
Q4 | $1.05M | Buy |
40,940
+1,190
| +3% | +$30.6K | 0.02% | 148 |
|
|
2017
Q3 | $964K | Buy |
39,750
+5,610
| +16% | +$136K | 0.02% | 152 |
|
|
2017
Q2 | $796K | Buy |
34,140
+450
| +1% | +$10.5K | 0.02% | 147 |
|
|
2017
Q1 | $738K | Sell |
33,690
-2,260
| -6% | -$49.5K | 0.02% | 128 |
|
|
2016
Q4 | $635K | Sell |
35,950
-17,000
| -32% | -$300K | 0.02% | 117 |
|
|
2016
Q3 | $913K | Buy |
52,950
+1,180
| +2% | +$20.3K | 0.02% | 94 |
|
|
2016
Q2 | $805K | Sell |
51,770
-13,450
| -21% | -$209K | 0.02% | 92 |
|
|
2016
Q1 | $1.01M | Sell |
65,220
-80,960
| -55% | -$1.25M | 0.03% | 87 |
|
|
2015
Q4 | $2.12M | Sell |
146,180
-130,840
| -47% | -$1.9M | 0.06% | 59 |
|
|
2015
Q3 | $3.46M | Sell |
277,020
-1,887,570
| -87% | -$23.6M | 0.1% | 35 |
|
|
2015
Q2 | $28.8M | Sell |
2,164,590
-92,780
| -4% | -$1.23M | 0.83% | 4 |
|
|
2015
Q1 | $28.7M | Sell |
2,257,370
-238,420
| -10% | -$3.03M | 0.86% | 3 |
|
|
2014
Q4 | $25.1M | Buy |
2,495,790
+12,370
| +0.5% | +$124K | 0.73% | 5 |
|
|
2014
Q3 | $21.6M | Sell |
2,483,420
-55,650
| -2% | -$484K | 0.71% | 10 |
|
|
2014
Q2 | $18.3M | Sell |
2,539,070
-239,880
| -9% | -$1.73M | 0.58% | 11 |
|
|
2014
Q1 | $17.9M | Sell |
2,778,950
-246,590
| -8% | -$1.59M | 0.58% | 14 |
|
|
2013
Q4 | $16M | Sell |
3,025,540
-35,350
| -1% | -$187K | 0.55% | 16 |
|
|
2013
Q3 | $13.2M | Buy |
3,060,890
+191,180
| +7% | +$824K | 0.5% | 18 |
|
|
2013
Q2 | $10.7M | Buy |
+2,869,710
| New | +$10.7M | 0.42% | 23 |
|