North Star Investment Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $515K | Buy |
1,867
+430
| +30% | +$119K | 0.04% | 311 |
|
2025
Q1 | $241K | Buy |
1,437
+4
| +0.3% | +$670 | 0.02% | 392 |
|
2024
Q4 | $332K | Sell |
1,433
-47
| -3% | -$10.9K | 0.02% | 358 |
|
2024
Q3 | $255K | Buy |
1,480
+160
| +12% | +$27.6K | 0.02% | 379 |
|
2024
Q2 | $211K | Sell |
1,320
-40
| -3% | -$6.4K | 0.02% | 400 |
|
2024
Q1 | $180K | Buy |
1,360
+90
| +7% | +$11.9K | 0.01% | 436 |
|
2023
Q4 | $141K | Buy |
1,270
+60
| +5% | +$6.68K | 0.01% | 459 |
|
2023
Q3 | $101K | Hold |
1,210
| – | – | 0.01% | 499 |
|
2023
Q2 | $105K | Buy |
1,210
+10
| +0.8% | +$865 | 0.01% | 507 |
|
2023
Q1 | $77K | Buy |
1,200
+10
| +0.8% | +$642 | 0.01% | 548 |
|
2022
Q4 | $66.7K | Buy |
1,190
+160
| +16% | +$8.97K | 0.01% | 551 |
|
2022
Q3 | $46K | Buy |
1,030
+10
| +1% | +$447 | ﹤0.01% | 552 |
|
2022
Q2 | $50K | Hold |
1,020
| – | – | ﹤0.01% | 547 |
|
2022
Q1 | $64K | Buy |
1,020
+10
| +1% | +$627 | 0.01% | 534 |
|
2021
Q4 | $67K | Buy |
1,010
+220
| +28% | +$14.6K | ﹤0.01% | 552 |
|
2021
Q3 | $39K | Hold |
790
| – | – | ﹤0.01% | 632 |
|
2021
Q2 | $38K | Buy |
790
+10
| +1% | +$481 | ﹤0.01% | 634 |
|
2021
Q1 | $36K | Hold |
780
| – | – | ﹤0.01% | 610 |
|
2020
Q4 | $34K | Buy |
780
+10
| +1% | +$436 | ﹤0.01% | 595 |
|
2020
Q3 | $28K | Buy |
770
+160
| +26% | +$5.82K | ﹤0.01% | 609 |
|
2020
Q2 | $19K | Hold |
610
| – | – | ﹤0.01% | 642 |
|
2020
Q1 | $14K | Sell |
610
-410
| -40% | -$9.41K | ﹤0.01% | 675 |
|
2019
Q4 | $32K | Buy |
1,020
+20
| +2% | +$627 | ﹤0.01% | 634 |
|
2019
Q3 | $28K | Buy |
+1,000
| New | +$28K | ﹤0.01% | 651 |
|
2019
Q1 | – | Sell |
-2,000
| Closed | -$51K | – | 1059 |
|
2018
Q4 | $51K | Buy |
+2,000
| New | +$51K | 0.01% | 510 |
|
2018
Q3 | – | Sell |
-2,500
| Closed | -$61K | – | 1083 |
|
2018
Q2 | $61K | Buy |
+2,500
| New | +$61K | 0.01% | 519 |
|
2017
Q2 | – | Sell |
-30
| Closed | -$1K | – | 1076 |
|
2017
Q1 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 1003 |
|