LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.08M | Hold |
22,040
| – | – | 0.05% | 82 |
|
|
2025
Q1 | $3.9M | Buy |
22,040
+160
| +0.7% | +$28.3K | 0.04% | 96 |
|
|
2024
Q4 | $4.42M | Buy |
21,880
+884
| +4% | +$179K | 0.04% | 103 |
|
|
2024
Q3 | $3.6M | Sell |
20,996
-1,004
| -5% | -$172K | 0.03% | 110 |
|
|
2024
Q2 | $3.73M | Buy |
22,000
+19,867
| +931% | +$3.36M | 0.03% | 94 |
|
|
2024
Q1 | $2.61M | Sell |
2,133
-50
| -2% | -$61.2K | 0.03% | 101 |
|
|
2023
Q4 | $2.58M | Buy |
2,183
+32
| +1% | +$37.8K | 0.03% | 103 |
|
|
2023
Q3 | $1.87M | Buy |
2,151
+86
| +4% | +$74.9K | 0.02% | 119 |
|
|
2023
Q2 | $1.79M | Buy |
2,065
+7
| +0.3% | +$6.07K | 0.02% | 120 |
|
|
2023
Q1 | $1.32M | Sell |
2,058
-3
| -0.1% | -$1.93K | 0.02% | 136 |
|
|
2022
Q4 | $1.15M | Sell |
2,061
-14
| -0.7% | -$7.83K | 0.01% | 144 |
|
|
2022
Q3 | $921K | Sell |
2,075
-22
| -1% | -$9.77K | 0.01% | 152 |
|
|
2022
Q2 | $1.02M | Buy |
2,097
+82
| +4% | +$39.8K | 0.01% | 153 |
|
|
2022
Q1 | $1.27M | Buy |
2,015
+302
| +18% | +$190K | 0.01% | 144 |
|
|
2021
Q4 | $1.14M | Sell |
1,713
-7
| -0.4% | -$4.66K | 0.01% | 161 |
|
|
2021
Q3 | $834K | Sell |
1,720
-2,382
| -58% | -$1.15M | 0.01% | 179 |
|
|
2021
Q2 | $1.96M | Buy |
4,102
+807
| +24% | +$385K | 0.02% | 128 |
|
|
2021
Q1 | $1.53M | Buy |
3,295
+52
| +2% | +$24.1K | 0.02% | 134 |
|
|
2020
Q4 | $1.42M | Buy |
3,243
+2,438
| +303% | +$1.07M | 0.02% | 134 |
|
|
2020
Q3 | $293K | Hold |
805
| – | – | ﹤0.01% | 235 |
|
|
2020
Q2 | $254K | Hold |
805
| – | – | ﹤0.01% | 233 |
|
|
2020
Q1 | $191K | Sell |
805
-13
| -2% | -$3.08K | ﹤0.01% | 240 |
|
|
2019
Q4 | $259K | Hold |
818
| – | – | ﹤0.01% | 246 |
|
|
2019
Q3 | $226K | Buy |
818
+800
| +4,444% | +$221K | ﹤0.01% | 253 |
|
|
2019
Q2 | $5K | Hold |
18
| – | – | ﹤0.01% | 602 |
|
|
2019
Q1 | $5K | Buy |
18
+10
| +125% | +$2.78K | ﹤0.01% | 589 |
|
|
2018
Q4 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 624 |
|
|
2017
Q4 | – | Sell |
-9
| Closed | -$2K | – | 746 |
|
|
2017
Q3 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 633 |
|