Mascoma Wealth 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 | $393K | Hold |
1,424
| – | – | 0.09% | 62 |
|
|
2025
Q1 | $238K | Sell |
1,424
-180
| -11% | -$30.1K | 0.06% | 87 |
|
|
2024
Q4 | $372K | Buy |
1,604
+244
| +18% | +$56.6K | 0.09% | 66 |
|
|
2024
Q3 | $235K | Hold |
1,360
| – | – | 0.06% | 89 |
|
|
2024
Q2 | $218K | Buy |
1,360
+80
| +6% | +$12.8K | 0.06% | 88 |
|
|
2024
Q1 | $170K | Hold |
1,280
| – | – | 0.05% | 104 |
|
|
2023
Q4 | $143K | Hold |
1,280
| – | – | 0.04% | 115 |
|
|
2023
Q3 | $106K | Buy |
1,280
+630
| +97% | +$52.3K | 0.03% | 133 |
|
|
2023
Q2 | $57.5K | Hold |
650
| – | – | 0.02% | 180 |
|
|
2023
Q1 | $40.8K | Hold |
650
| – | – | 0.01% | 256 |
|
|
2022
Q4 | $36.4K | Buy |
650
+110
| +20% | +$6.15K | 0.01% | 269 |
|
|
2022
Q3 | $24K | Buy |
540
+20
| +4% | +$889 | 0.01% | 314 |
|
|
2022
Q2 | $25K | Hold |
520
| – | – | 0.01% | 326 |
|
|
2022
Q1 | $33K | Hold |
520
| – | – | 0.01% | 319 |
|
|
2021
Q4 | $35K | Hold |
520
| – | – | 0.01% | 258 |
|
|
2021
Q3 | $25K | Buy |
+520
| New | +$25K | 0.01% | 265 |
|
|
2021
Q2 | – | Sell |
-520
| Closed | -$24K | – | 126 |
|
|
2021
Q1 | $24K | Buy |
+520
| New | +$24K | 0.01% | 274 |
|