Hartford Financial Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $75K | Sell |
272
-13,025
| -98% | -$3.59M | 0.02% | 168 |
|
2025
Q1 | $2.23M | Sell |
13,297
-25
| -0.2% | -$4.19K | 0.46% | 66 |
|
2024
Q4 | $3.09M | Sell |
13,322
-8
| -0.1% | -$1.86K | 0.63% | 51 |
|
2024
Q3 | $2.3M | Sell |
13,330
-1,100
| -8% | -$190K | 0.47% | 65 |
|
2024
Q2 | $2.32M | Sell |
14,430
-160
| -1% | -$25.7K | 0.5% | 62 |
|
2024
Q1 | $1.93M | Buy |
14,590
+10
| +0.1% | +$1.33K | 0.41% | 74 |
|
2023
Q4 | $1.63M | Buy |
14,580
+190
| +1% | +$21.2K | 0.37% | 86 |
|
2023
Q3 | $1.2M | Buy |
14,390
+210
| +1% | +$17.4K | 0.31% | 97 |
|
2023
Q2 | $1.23M | Hold |
14,180
| – | – | 0.3% | 100 |
|
2023
Q1 | $910K | Buy |
14,180
+20
| +0.1% | +$1.28K | 0.24% | 117 |
|
2022
Q4 | $792K | Hold |
14,160
| – | – | 0.21% | 119 |
|
2022
Q3 | $629K | Hold |
14,160
| – | – | 0.18% | 120 |
|
2022
Q2 | $688K | Buy |
14,160
+10
| +0.1% | +$486 | 0.19% | 120 |
|
2022
Q1 | $891K | Hold |
14,150
| – | – | 0.21% | 113 |
|
2021
Q4 | $942K | Buy |
14,150
+50
| +0.4% | +$3.33K | 0.22% | 111 |
|
2021
Q3 | $684K | Buy |
14,100
+1,100
| +8% | +$53.4K | 0.17% | 113 |
|
2021
Q2 | $620K | Hold |
13,000
| – | – | 0.15% | 114 |
|
2021
Q1 | $603K | Buy |
+13,000
| New | +$603K | 0.15% | 115 |
|