NDSI
Newman Dignan & Sheerar Inc’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.45M | Sell |
27,020
-464
| -2% | -$128K | 1.71% | 11 |
|
|
2025
Q1 | $4.6M | Sell |
27,484
-1,590
| -5% | -$266K | 1.26% | 18 |
|
|
2024
Q4 | $6.74M | Sell |
29,074
-245
| -0.8% | -$56.8K | 1.73% | 14 |
|
|
2024
Q3 | $5.04M | Buy |
29,319
+26,231
| +849% | +$4.51M | 1.21% | 22 |
|
|
2024
Q2 | $4.96M | Sell |
3,088
-6
| -0.2% | -$9.64K | 1.28% | 21 |
|
|
2024
Q1 | $4.1M | Sell |
3,094
-123
| -4% | -$163K | 1.1% | 24 |
|
|
2023
Q4 | $3.59M | Sell |
3,217
-17
| -0.5% | -$19K | 1.08% | 26 |
|
|
2023
Q3 | $2.69M | Buy |
3,234
+29
| +0.9% | +$24.1K | 0.88% | 35 |
|
|
2023
Q2 | $2.78M | Sell |
3,205
-41
| -1% | -$35.6K | 0.86% | 35 |
|
|
2023
Q1 | $2.08M | Sell |
3,246
-28
| -0.9% | -$18K | 0.67% | 43 |
|
|
2022
Q4 | $1.83M | Buy |
3,274
+22
| +0.7% | +$12.3K | 0.61% | 49 |
|
|
2022
Q3 | $1.44K | Buy |
3,252
+36
| +1% | +$16 | 0.23% | 60 |
|
|
2022
Q2 | $1.56M | Buy |
3,216
+455
| +16% | +$221K | 0.53% | 58 |
|
|
2022
Q1 | $1.74K | Buy |
2,761
+18
| +0.7% | +$11 | 0.33% | 52 |
|
|
2021
Q4 | $1.83M | Buy |
2,743
+164
| +6% | +$109K | 0.55% | 50 |
|
|
2021
Q3 | $1.25M | Buy |
2,579
+593
| +30% | +$287K | 0.36% | 68 |
|
|
2021
Q2 | $947K | Buy |
1,986
+693
| +54% | +$330K | 0.32% | 74 |
|
|
2021
Q1 | $600K | Buy |
1,293
+174
| +16% | +$80.7K | 0.22% | 94 |
|
|
2020
Q4 | $490 | Buy |
1,119
+120
| +12% | +$53 | 0.08% | 98 |
|
|
2020
Q3 | $364K | Buy |
+999
| New | +$364K | 0.15% | 111 |
|