Notis-McConarty Edward’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Hold |
5,522
| – | – | 0.74% | 34 |
|
|
2025
Q1 | $925K | Buy |
5,522
+47
| +0.9% | +$7.87K | 0.48% | 43 |
|
|
2024
Q4 | $1.27M | Hold |
5,475
| – | – | 0.61% | 38 |
|
|
2024
Q3 | $944K | Sell |
5,475
-5,325
| -49% | -$919K | 0.43% | 45 |
|
|
2024
Q2 | $1.73M | Hold |
10,800
| – | – | 0.68% | 41 |
|
|
2024
Q1 | $1.43M | Hold |
10,800
| – | – | 0.57% | 42 |
|
|
2023
Q4 | $1.21M | Hold |
10,800
| – | – | 0.48% | 49 |
|
|
2023
Q3 | $897K | Sell |
10,800
-3,650
| -25% | -$303K | 0.37% | 56 |
|
|
2023
Q2 | $1.25M | Sell |
14,450
-50
| -0.3% | -$4.34K | 0.48% | 53 |
|
|
2023
Q1 | $930K | Hold |
14,500
| – | – | 0.37% | 60 |
|
|
2022
Q4 | $811K | Sell |
14,500
-600
| -4% | -$33.5K | 0.34% | 61 |
|
|
2022
Q3 | $671K | Sell |
15,100
-400
| -3% | -$17.8K | 0.3% | 64 |
|
|
2022
Q2 | $753K | Sell |
15,500
-1,000
| -6% | -$48.6K | 0.31% | 65 |
|
|
2022
Q1 | $1.04M | Hold |
16,500
| – | – | 0.37% | 61 |
|
|
2021
Q4 | $1.1M | Hold |
16,500
| – | – | 0.37% | 63 |
|
|
2021
Q3 | $800K | Hold |
16,500
| – | – | 0.29% | 67 |
|
|
2021
Q2 | $787K | Hold |
16,500
| – | – | 0.29% | 70 |
|
|
2021
Q1 | $765K | Hold |
16,500
| – | – | 0.3% | 69 |
|
|
2020
Q4 | $722K | Hold |
16,500
| – | – | 0.29% | 69 |
|
|
2020
Q3 | $601K | Hold |
16,500
| – | – | 0.26% | 70 |
|
|
2020
Q2 | $521K | Sell |
16,500
-750
| -4% | -$23.7K | 0.24% | 71 |
|
|
2020
Q1 | $409K | Hold |
17,250
| – | – | 0.23% | 74 |
|
|
2019
Q4 | $545K | Hold |
17,250
| – | – | 0.24% | 71 |
|
|
2019
Q3 | $476K | Hold |
17,250
| – | – | 0.22% | 76 |
|
|
2019
Q2 | $497K | Hold |
17,250
| – | – | 0.23% | 78 |
|
|
2019
Q1 | $519K | Hold |
17,250
| – | – | 0.25% | 76 |
|
|
2018
Q4 | $439K | Buy |
+17,250
| New | +$439K | 0.24% | 76 |
|