Nicolet Advisory 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 | $3.75M | Buy |
12,982
+1,125
| +9% | +$325K | 0.32% | 49 |
|
|
2025
Q1 | $2.04M | Buy |
11,857
+1,868
| +19% | +$322K | 0.2% | 62 |
|
|
2024
Q4 | $2.24M | Buy |
9,989
+902
| +10% | +$202K | 0.21% | 60 |
|
|
2024
Q3 | $1.56M | Buy |
9,087
+1,697
| +23% | +$292K | 0.15% | 72 |
|
|
2024
Q2 | $1.29M | Buy |
7,390
+470
| +7% | +$82K | 0.12% | 81 |
|
|
2024
Q1 | $923K | Buy |
6,920
+2,070
| +43% | +$276K | 0.09% | 106 |
|
|
2023
Q4 | $509K | Buy |
4,850
+150
| +3% | +$15.7K | 0.05% | 160 |
|
|
2023
Q3 | $387K | Buy |
4,700
+520
| +12% | +$42.8K | 0.04% | 186 |
|
|
2023
Q2 | $354K | Sell |
4,180
-400
| -9% | -$33.9K | 0.04% | 199 |
|
|
2023
Q1 | $285K | Sell |
4,580
-1,310
| -22% | -$81.6K | 0.03% | 216 |
|
|
2022
Q4 | $341K | Buy |
+5,890
| New | +$341K | 0.05% | 165 |
|