NorthRock Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7M | Buy |
56,815
+7,177
| +14% | +$1.98M | 0.41% | 34 |
|
|
2025
Q1 | $8.31M | Buy |
49,638
+440
| +0.9% | +$73.7K | 0.28% | 45 |
|
|
2024
Q4 | $11.4M | Sell |
49,198
-465
| -0.9% | -$108K | 0.37% | 40 |
|
|
2024
Q3 | $8.57M | Buy |
49,663
+2,403
| +5% | +$415K | 0.28% | 46 |
|
|
2024
Q2 | $7.44M | Buy |
47,260
+3,950
| +9% | +$622K | 0.28% | 48 |
|
|
2024
Q1 | $5.74M | Buy |
43,310
+3,440
| +9% | +$456K | 0.22% | 63 |
|
|
2023
Q4 | $4.43M | Buy |
39,870
+17,260
| +76% | +$1.92M | 0.19% | 72 |
|
|
2023
Q3 | $1.88M | Buy |
22,610
+7,300
| +48% | +$606K | 0.2% | 56 |
|
|
2023
Q2 | $1.33M | Buy |
15,310
+1,510
| +11% | +$131K | 0.15% | 68 |
|
|
2023
Q1 | $885K | Sell |
13,800
-1,950
| -12% | -$125K | 0.09% | 99 |
|
|
2022
Q4 | $880K | Buy |
15,750
+3,020
| +24% | +$169K | 0.1% | 104 |
|
|
2022
Q3 | $565K | Buy |
12,730
+770
| +6% | +$34.2K | 0.07% | 133 |
|
|
2022
Q2 | $581K | Sell |
11,960
-1,120
| -9% | -$54.4K | 0.06% | 137 |
|
|
2022
Q1 | $824K | Buy |
13,080
+3,290
| +34% | +$207K | 0.07% | 120 |
|
|
2021
Q4 | $651K | Buy |
9,790
+4,100
| +72% | +$273K | 0.05% | 142 |
|
|
2021
Q3 | $276K | Buy |
+5,690
| New | +$276K | 0.02% | 223 |
|
|
2020
Q1 | – | Sell |
-15,320
| Closed | -$484K | – | 211 |
|
|
2019
Q4 | $484K | Sell |
15,320
-5,560
| -27% | -$176K | 0.05% | 157 |
|
|
2019
Q3 | $576K | Buy |
+20,880
| New | +$576K | 0.08% | 119 |
|