Northeast Financial Consultants’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.9M | Sell |
90,240
-892
| -1% | -$246K | 1.02% | 23 |
|
|
2025
Q1 | $15.3M | Buy |
91,132
+65
| +0.1% | +$10.9K | 0.68% | 27 |
|
|
2024
Q4 | $21.1M | Sell |
91,067
-5,062
| -5% | -$1.17M | 0.89% | 26 |
|
|
2024
Q3 | $16.6M | Buy |
96,129
+189
| +0.2% | +$32.6K | 0.73% | 26 |
|
|
2024
Q2 | $15.4M | Buy |
95,940
+170
| +0.2% | +$27.3K | 0.71% | 26 |
|
|
2024
Q1 | $12.7M | Buy |
95,770
+4,090
| +4% | +$542K | 0.62% | 28 |
|
|
2023
Q4 | $10.2M | Hold |
91,680
| – | – | 0.57% | 28 |
|
|
2023
Q3 | $7.61M | Hold |
91,680
| – | – | 0.48% | 37 |
|
|
2023
Q2 | $7.95M | Hold |
91,680
| – | – | 0.49% | 32 |
|
|
2023
Q1 | $5.88M | Sell |
91,680
-1,970
| -2% | -$126K | 0.38% | 48 |
|
|
2022
Q4 | $5.24M | Hold |
93,650
| – | – | 0.35% | 51 |
|
|
2022
Q3 | $4.16M | Sell |
93,650
-1,460
| -2% | -$64.8K | 0.3% | 52 |
|
|
2022
Q2 | $4.62M | Buy |
95,110
+1,350
| +1% | +$65.6K | 0.32% | 53 |
|
|
2022
Q1 | $5.9M | Buy |
93,760
+750
| +0.8% | +$47.2K | 0.34% | 53 |
|
|
2021
Q4 | $6.19M | Sell |
93,010
-4,290
| -4% | -$285K | 0.37% | 47 |
|
|
2021
Q3 | $4.72M | Buy |
97,300
+1,700
| +2% | +$82.4K | 0.31% | 55 |
|
|
2021
Q2 | $4.56M | Buy |
95,600
+5,360
| +6% | +$256K | 0.31% | 56 |
|
|
2021
Q1 | $4.18M | Buy |
90,240
+7,000
| +8% | +$325K | 0.32% | 52 |
|
|
2020
Q4 | $3.65M | Hold |
83,240
| – | – | 0.3% | 54 |
|
|
2020
Q3 | $3.03M | Buy |
83,240
+5,190
| +7% | +$189K | 0.27% | 55 |
|
|
2020
Q2 | $2.46M | Buy |
78,050
+28,320
| +57% | +$894K | 0.24% | 65 |
|
|
2020
Q1 | $1.18M | Buy |
49,730
+16,570
| +50% | +$393K | 0.13% | 97 |
|
|
2019
Q4 | $1.05M | Sell |
33,160
-1,440
| -4% | -$45.5K | 0.09% | 131 |
|
|
2019
Q3 | $955K | Hold |
34,600
| – | – | 0.1% | 136 |
|
|
2019
Q2 | $996K | Buy |
34,600
+30
| +0.1% | +$864 | 0.1% | 131 |
|
|
2019
Q1 | $1.04M | Buy |
+34,570
| New | +$1.04M | 0.12% | 116 |
|
|
2018
Q3 | – | Sell |
-33,130
| Closed | -$803K | – | 151 |
|
|
2018
Q2 | $803K | Hold |
33,130
| – | – | 0.25% | 61 |
|
|
2018
Q1 | $780K | Sell |
33,130
-70
| -0.2% | -$1.65K | 0.26% | 63 |
|
|
2017
Q4 | $852K | Buy |
33,200
+70
| +0.2% | +$1.8K | 0.28% | 55 |
|
|
2017
Q3 | $804K | Hold |
33,130
| – | – | 0.29% | 55 |
|
|
2017
Q2 | $772K | Hold |
33,130
| – | – | 0.3% | 60 |
|
|
2017
Q1 | $725K | Hold |
33,130
| – | – | 0.3% | 62 |
|
|
2016
Q4 | $586K | Hold |
33,130
| – | – | 0.26% | 68 |
|
|
2016
Q3 | $572K | Hold |
33,130
| – | – | 0.24% | 73 |
|
|
2016
Q2 | $515K | Sell |
33,130
-14,250
| -30% | -$222K | 0.23% | 72 |
|
|
2016
Q1 | $732K | Buy |
+47,380
| New | +$732K | 0.38% | 51 |
|