Nichols & Pratt Advisers’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $738K | Sell |
2,677
-300
| -10% | -$82.7K | 0.05% | 74 |
|
|
2025
Q1 | $498K | Sell |
2,977
-323
| -10% | -$54.1K | 0.03% | 75 |
|
|
2024
Q4 | $765K | Buy |
3,300
+80
| +2% | +$18.5K | 0.05% | 73 |
|
|
2024
Q3 | $555K | Sell |
3,220
-150
| -4% | -$25.9K | 0.04% | 76 |
|
|
2024
Q2 | $541K | Sell |
3,370
-500
| -13% | -$80.3K | 0.04% | 73 |
|
|
2024
Q1 | $513K | Buy |
3,870
+20
| +0.5% | +$2.65K | 0.03% | 77 |
|
|
2023
Q4 | $430K | Hold |
3,850
| – | – | 0.03% | 84 |
|
|
2023
Q3 | $320K | Buy |
3,850
+150
| +4% | +$12.5K | 0.02% | 92 |
|
|
2023
Q2 | $321K | Buy |
+3,700
| New | +$321K | 0.02% | 91 |
|