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 |
|