Joel Isaacson & Co’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Sell |
11,426
-515
| -4% | -$142K | 0.13% | 78 |
|
|
2025
Q1 | $2M | Buy |
11,941
+556
| +5% | +$93.1K | 0.09% | 103 |
|
|
2024
Q4 | $2.64M | Sell |
11,385
-385
| -3% | -$89.3K | 0.12% | 80 |
|
|
2024
Q3 | $2.03M | Buy |
11,770
+200
| +2% | +$34.5K | 0.1% | 98 |
|
|
2024
Q2 | $1.86M | Sell |
11,570
-30
| -0.3% | -$4.82K | 0.1% | 96 |
|
|
2024
Q1 | $1.54M | Buy |
+11,600
| New | +$1.54M | 0.08% | 105 |
|
|
2023
Q2 | – | Sell |
-3,380
| Closed | -$217K | – | 324 |
|
|
2023
Q1 | $217K | Buy |
+3,380
| New | +$217K | 0.02% | 302 |
|
|
2022
Q3 | – | Sell |
-4,340
| Closed | -$211K | – | 302 |
|
|
2022
Q2 | $211K | Sell |
4,340
-2,360
| -35% | -$115K | 0.02% | 275 |
|
|
2022
Q1 | $393K | Buy |
6,700
+70
| +1% | +$4.11K | 0.03% | 217 |
|
|
2021
Q4 | $441K | Sell |
6,630
-140
| -2% | -$9.31K | 0.03% | 203 |
|
|
2021
Q3 | $328K | Buy |
6,770
+110
| +2% | +$5.33K | 0.02% | 241 |
|
|
2021
Q2 | $317K | Buy |
6,660
+1,240
| +23% | +$59K | 0.02% | 231 |
|
|
2021
Q1 | $251K | Buy |
+5,420
| New | +$251K | 0.02% | 232 |
|
|
2017
Q1 | – | Sell |
-240
| Closed | -$4K | – | 203 |
|
|
2016
Q4 | $4K | Hold |
240
| – | – | ﹤0.01% | 572 |
|
|
2016
Q3 | $4K | Hold |
240
| – | – | ﹤0.01% | 630 |
|
|
2016
Q2 | $4K | Sell |
240
-170
| -41% | -$2.83K | ﹤0.01% | 629 |
|
|
2016
Q1 | $6K | Buy |
410
+170
| +71% | +$2.49K | ﹤0.01% | 625 |
|
|
2015
Q4 | $3K | Buy |
+240
| New | +$3K | ﹤0.01% | 652 |
|
|
2014
Q4 | – | Sell |
-5,000
| Closed | -$44K | – | 635 |
|
|
2014
Q3 | $44K | Buy |
+5,000
| New | +$44K | 0.01% | 321 |
|