Northwest & Ethical Investments’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.6M | Buy |
227,386
+3,248
| +1% | +$894K | 1.55% | 5 |
|
|
2025
Q1 | $37.5M | Sell |
224,138
-70,778
| -24% | -$11.8M | 1.02% | 15 |
|
|
2024
Q4 | $68.4M | Sell |
294,916
-48,757
| -14% | -$11.3M | 1.86% | 4 |
|
|
2024
Q3 | $59.3M | Buy |
343,673
+8,123
| +2% | +$1.4M | 1.57% | 4 |
|
|
2024
Q2 | $53.9M | Buy |
335,550
+5,470
| +2% | +$878K | 1.55% | 5 |
|
|
2024
Q1 | $43.7M | Sell |
330,080
-11,670
| -3% | -$1.55M | 1.26% | 8 |
|
|
2023
Q4 | $38.1M | Buy |
341,750
+13,760
| +4% | +$1.54M | 1.17% | 12 |
|
|
2023
Q3 | $27.2M | Buy |
327,990
+13,460
| +4% | +$1.12M | 0.92% | 21 |
|
|
2023
Q2 | $27.3M | Sell |
314,530
-89,770
| -22% | -$7.79M | 0.87% | 24 |
|
|
2023
Q1 | $25.9M | Sell |
404,300
-10,920
| -3% | -$701K | 0.86% | 24 |
|
|
2022
Q4 | $23.2M | Buy |
415,220
+80,210
| +24% | +$4.48M | 0.8% | 32 |
|
|
2022
Q3 | $14.9M | Buy |
335,010
+50,510
| +18% | +$2.24M | 0.6% | 47 |
|
|
2022
Q2 | $13.8M | Buy |
284,500
+53,130
| +23% | +$2.58M | 0.52% | 62 |
|
|
2022
Q1 | $14.6M | Buy |
231,370
+32,110
| +16% | +$2.02M | 0.47% | 66 |
|
|
2021
Q4 | $13.3M | Buy |
199,260
+41,400
| +26% | +$2.75M | 0.39% | 80 |
|
|
2021
Q3 | $7.66M | Buy |
157,860
+600
| +0.4% | +$29.1K | 0.25% | 119 |
|
|
2021
Q2 | $7.5M | Buy |
157,260
+95,060
| +153% | +$4.53M | 0.24% | 119 |
|
|
2021
Q1 | $2.88M | Buy |
+62,200
| New | +$2.88M | 0.1% | 221 |
|
|
2017
Q2 | – | Sell |
-40,000
| Closed | -$876K | – | 363 |
|
|
2017
Q1 | $876K | Sell |
40,000
-120,000
| -75% | -$2.63M | 0.06% | 297 |
|
|
2016
Q4 | $2.83M | Sell |
160,000
-95,000
| -37% | -$1.68M | 0.19% | 131 |
|
|
2016
Q3 | $4.4M | Buy |
+255,000
| New | +$4.4M | 0.31% | 74 |
|