Nixon Peabody Trust’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $26.4M | Sell |
95,717
-1,235
| -1% | -$340K | 2.04% | 10 |
|
2025
Q1 | $16.2M | Sell |
96,952
-24,485
| -20% | -$4.1M | 1.38% | 23 |
|
2024
Q4 | $28.2M | Sell |
121,437
-3,033
| -2% | -$703K | 2.32% | 9 |
|
2024
Q3 | $21.5M | Sell |
124,470
-2,050
| -2% | -$354K | 1.79% | 12 |
|
2024
Q2 | $20.3M | Buy |
126,520
+4,670
| +4% | +$750K | 1.81% | 12 |
|
2024
Q1 | $16.2M | Buy |
121,850
+13,530
| +12% | +$1.79M | 1.48% | 25 |
|
2023
Q4 | $12.1M | Buy |
108,320
+104,380
| +2,649% | +$11.7M | 1.36% | 32 |
|
2023
Q3 | $327K | Hold |
3,940
| – | – | 0.27% | 62 |
|
2023
Q2 | $342K | Hold |
3,940
| – | – | 0.28% | 64 |
|
2023
Q1 | $253K | Sell |
3,940
-40
| -1% | -$2.57K | 0.18% | 59 |
|
2022
Q4 | $223K | Buy |
+3,980
| New | +$223K | 0.18% | 65 |
|
2022
Q3 | – | Sell |
-4,940
| Closed | -$240K | – | 67 |
|
2022
Q2 | $240K | Hold |
4,940
| – | – | 0.11% | 64 |
|
2022
Q1 | $311K | Sell |
4,940
-500
| -9% | -$31.5K | 0.11% | 65 |
|
2021
Q4 | $362K | Buy |
+5,440
| New | +$362K | 0.11% | 70 |
|