Middleton & 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 | $37.9M | Sell |
137,356
-5,929
| -4% | -$1.63M | 4.25% | 4 |
|
|
2025
Q1 | $24M | Sell |
143,285
-7,776
| -5% | -$1.3M | 2.8% | 7 |
|
|
2024
Q4 | $35M | Sell |
151,061
-764
| -0.5% | -$177K | 3.87% | 4 |
|
|
2024
Q3 | $26.2M | Buy |
151,825
+8,665
| +6% | +$1.49M | 2.89% | 5 |
|
|
2024
Q2 | $23M | Sell |
143,160
-8,300
| -5% | -$1.33M | 2.67% | 7 |
|
|
2024
Q1 | $20.1M | Sell |
151,460
-4,610
| -3% | -$611K | 2.32% | 9 |
|
|
2023
Q4 | $17.4M | Sell |
156,070
-2,920
| -2% | -$326K | 2.17% | 9 |
|
|
2023
Q3 | $13.2M | Buy |
158,990
+3,000
| +2% | +$249K | 1.82% | 16 |
|
|
2023
Q2 | $13.5M | Buy |
155,990
+6,050
| +4% | +$525K | 1.79% | 14 |
|
|
2023
Q1 | $9.62M | Buy |
149,940
+3,000
| +2% | +$192K | 1.38% | 26 |
|
|
2022
Q4 | $8.22M | Buy |
146,940
+1,110
| +0.8% | +$62.1K | 1.22% | 30 |
|
|
2022
Q3 | $6.48M | Sell |
145,830
-14,630
| -9% | -$650K | 0.99% | 37 |
|
|
2022
Q2 | $7.8M | Buy |
160,460
+7,330
| +5% | +$356K | 1% | 36 |
|
|
2022
Q1 | $9.64M | Buy |
153,130
+13,980
| +10% | +$880K | 1.03% | 33 |
|
|
2021
Q4 | $9.26M | Buy |
139,150
+65,710
| +89% | +$4.37M | 0.9% | 40 |
|
|
2021
Q3 | $3.56M | Sell |
73,440
-1,000
| -1% | -$48.5K | 0.38% | 64 |
|
|
2021
Q2 | $3.55M | Buy |
74,440
+440
| +0.6% | +$21K | 0.38% | 65 |
|
|
2021
Q1 | $3.43M | Sell |
74,000
-180
| -0.2% | -$8.35K | 0.39% | 64 |
|
|
2020
Q4 | $3.25M | Hold |
74,180
| – | – | 0.38% | 63 |
|
|
2020
Q3 | $2.7M | Sell |
74,180
-20
| -0% | -$729 | 0.36% | 65 |
|
|
2020
Q2 | $2.34M | Sell |
74,200
-500
| -0.7% | -$15.8K | 0.34% | 70 |
|
|
2020
Q1 | $1.77M | Buy |
74,700
+4,500
| +6% | +$107K | 0.31% | 72 |
|
|
2019
Q4 | $2.22M | Sell |
70,200
-1,020
| -1% | -$32.2K | 0.32% | 73 |
|
|
2019
Q3 | $1.97M | Sell |
71,220
-90
| -0.1% | -$2.48K | 0.3% | 72 |
|
|
2019
Q2 | $2.05M | Sell |
71,310
-880
| -1% | -$25.3K | 0.32% | 71 |
|
|
2019
Q1 | $2.17M | Sell |
72,190
-5,020
| -7% | -$151K | 0.35% | 70 |
|
|
2018
Q4 | $1.96M | Sell |
77,210
-20,300
| -21% | -$516K | 0.36% | 67 |
|
|
2018
Q3 | $2.41M | Hold |
97,510
| – | – | 0.38% | 68 |
|
|
2018
Q2 | $2.37M | Buy |
97,510
+2,930
| +3% | +$71.1K | 0.4% | 67 |
|
|
2018
Q1 | $2.23M | Sell |
94,580
-9,380
| -9% | -$221K | 0.4% | 66 |
|
|
2017
Q4 | $2.67M | Sell |
103,960
-35,750
| -26% | -$919K | 0.45% | 66 |
|
|
2017
Q3 | $3.39M | Buy |
139,710
+124,680
| +830% | +$3.02M | 0.61% | 55 |
|
|
2017
Q2 | $350K | Hold |
15,030
| – | – | 0.07% | 120 |
|
|
2017
Q1 | $329K | Hold |
15,030
| – | – | 0.07% | 128 |
|
|
2016
Q4 | $266K | Sell |
15,030
-2,000
| -12% | -$35.4K | 0.06% | 139 |
|
|
2016
Q3 | $294K | Buy |
17,030
+780
| +5% | +$13.5K | 0.07% | 137 |
|
|
2016
Q2 | $253K | Sell |
16,250
-1,000
| -6% | -$15.6K | 0.06% | 142 |
|
|
2016
Q1 | $267K | Sell |
17,250
-1,500
| -8% | -$23.2K | 0.06% | 138 |
|
|
2015
Q4 | $272K | Buy |
+18,750
| New | +$272K | 0.06% | 144 |
|