McNamara Financial Services’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$647K Hold
2,348
0.13% 44
2025
Q1
$393K Buy
+2,348
New +$393K 0.08% 58
2024
Q4
Sell
-2,520
Closed -$435K 74
2024
Q3
$435K Sell
2,520
-700
-22% -$121K 0.09% 55
2024
Q2
$517K Sell
3,220
-920
-22% -$148K 0.11% 43
2024
Q1
$549K Buy
+4,140
New +$549K 0.12% 42
2016
Q1
Sell
-157,260
Closed -$2.28M 40
2015
Q4
$2.28M Hold
157,260
2.24% 20
2015
Q3
$1.97M Buy
157,260
+6,510
+4% +$81.4K 2.07% 23
2015
Q2
$2M Sell
150,750
-9,250
-6% -$123K 1.89% 28
2015
Q1
$2.03M Sell
160,000
-49,000
-23% -$622K 1.87% 25
2014
Q4
$2.1M Buy
+209,000
New +$2.1M 1.92% 17