NewSquare Capital’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.63M | Buy |
16,812
+591
| +4% | +$163K | 0.34% | 86 |
|
2025
Q1 | $2.72M | Buy |
16,221
+1,233
| +8% | +$206K | 0.22% | 101 |
|
2024
Q4 | $3.47M | Buy |
14,988
+758
| +5% | +$176K | 0.28% | 101 |
|
2024
Q3 | $2.45M | Buy |
14,230
+1,330
| +10% | +$229K | 0.2% | 105 |
|
2024
Q2 | $2.07M | Buy |
12,900
+640
| +5% | +$103K | 0.18% | 102 |
|
2024
Q1 | $1.62M | Buy |
12,260
+600
| +5% | +$79.5K | 0.14% | 106 |
|
2023
Q4 | $1.3M | Sell |
11,660
-1,070
| -8% | -$119K | 0.12% | 115 |
|
2023
Q3 | $1.06M | Sell |
12,730
-730
| -5% | -$60.6K | 0.11% | 116 |
|
2023
Q2 | $1.17M | Sell |
13,460
-1,850
| -12% | -$160K | 0.12% | 115 |
|
2023
Q1 | $982K | Sell |
15,310
-90
| -0.6% | -$5.77K | 0.12% | 118 |
|
2022
Q4 | $861K | Sell |
15,400
-170
| -1% | -$9.51K | 0.11% | 117 |
|
2022
Q3 | $691K | Sell |
15,570
-980
| -6% | -$43.5K | 0.09% | 125 |
|
2022
Q2 | $804K | Buy |
16,550
+300
| +2% | +$14.6K | 0.1% | 119 |
|
2022
Q1 | $1.02M | Buy |
16,250
+500
| +3% | +$31.5K | 0.11% | 124 |
|
2021
Q4 | $1.05M | Buy |
15,750
+1,800
| +13% | +$120K | 0.11% | 123 |
|
2021
Q3 | $676K | Sell |
13,950
-200
| -1% | -$9.69K | 0.08% | 130 |
|
2021
Q2 | $675K | Buy |
14,150
+1,100
| +8% | +$52.5K | 0.08% | 130 |
|
2021
Q1 | $605K | Buy |
13,050
+2,500
| +24% | +$116K | 0.08% | 127 |
|
2020
Q4 | $462K | Buy |
+10,550
| New | +$462K | 0.06% | 129 |
|
2019
Q2 | – | Sell |
-400
| Closed | -$12K | – | 347 |
|
2019
Q1 | $12K | Buy |
+400
| New | +$12K | ﹤0.01% | 225 |
|
2016
Q4 | – | Sell |
-1,850
| Closed | -$32K | – | 335 |
|
2016
Q3 | $32K | Buy |
1,850
+190
| +11% | +$3.29K | 0.01% | 176 |
|
2016
Q2 | $26K | Sell |
1,660
-170
| -9% | -$2.66K | 0.01% | 197 |
|
2016
Q1 | $28K | Buy |
+1,830
| New | +$28K | 0.01% | 197 |
|
2015
Q2 | – | Hold |
0
| – | – | – | 348 |
|
2015
Q1 | – | Hold |
0
| – | – | – | 320 |
|