Novare Capital 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 | $41.9M | Sell |
152,029
-393
| -0.3% | -$108K | 3.41% | 4 |
|
|
2025
Q1 | $25.5M | Sell |
152,422
-7,578
| -5% | -$1.27M | 2.23% | 8 |
|
|
2024
Q4 | $37.1M | Buy |
160,000
+512
| +0.3% | +$119K | 3.12% | 4 |
|
|
2024
Q3 | $27.5M | Sell |
159,488
-5,602
| -3% | -$966K | 2.33% | 7 |
|
|
2024
Q2 | $26.5M | Sell |
165,090
-9,640
| -6% | -$1.55M | 2.38% | 7 |
|
|
2024
Q1 | $23.2M | Sell |
174,730
-10,800
| -6% | -$1.43M | 2.09% | 9 |
|
|
2023
Q4 | $20.7M | Sell |
185,530
-70
| -0% | -$7.81K | 2.11% | 8 |
|
|
2023
Q3 | $15.4M | Sell |
185,600
-16,120
| -8% | -$1.34M | 1.74% | 15 |
|
|
2023
Q2 | $17.5M | Sell |
201,720
-10,370
| -5% | -$900K | 1.88% | 10 |
|
|
2023
Q1 | $13.6M | Sell |
212,090
-8,790
| -4% | -$564K | 1.55% | 14 |
|
|
2022
Q4 | $12.4M | Buy |
220,880
+2,970
| +1% | +$166K | 1.46% | 14 |
|
|
2022
Q3 | $9.68M | Buy |
217,910
+1,310
| +0.6% | +$58.2K | 1.24% | 21 |
|
|
2022
Q2 | $10.5M | Sell |
216,600
-5,360
| -2% | -$260K | 1.3% | 22 |
|
|
2022
Q1 | $14M | Sell |
221,960
-23,580
| -10% | -$1.48M | 1.49% | 16 |
|
|
2021
Q4 | $16.3M | Buy |
245,540
+4,730
| +2% | +$315K | 1.66% | 13 |
|
|
2021
Q3 | $11.7M | Sell |
240,810
-2,160
| -0.9% | -$105K | 1.3% | 21 |
|
|
2021
Q2 | $11.6M | Buy |
242,970
+4,860
| +2% | +$232K | 1.29% | 23 |
|
|
2021
Q1 | $11M | Sell |
238,110
-4,310
| -2% | -$200K | 1.33% | 23 |
|
|
2020
Q4 | $10.6M | Sell |
242,420
-12,930
| -5% | -$566K | 1.38% | 20 |
|
|
2020
Q3 | $9.3M | Sell |
255,350
-4,710
| -2% | -$172K | 1.31% | 25 |
|
|
2020
Q2 | $8.21M | Sell |
260,060
-12,010
| -4% | -$379K | 1.23% | 26 |
|
|
2020
Q1 | $6.45M | Buy |
272,070
+18,170
| +7% | +$431K | 1.13% | 29 |
|
|
2019
Q4 | $8.02M | Sell |
253,900
-330
| -0.1% | -$10.4K | 1.12% | 28 |
|
|
2019
Q3 | $7.02M | Buy |
254,230
+360
| +0.1% | +$9.94K | 1.04% | 30 |
|
|
2019
Q2 | $7.31M | Sell |
253,870
-4,080
| -2% | -$117K | 1.11% | 31 |
|
|
2019
Q1 | $7.76M | Sell |
257,950
-10,790
| -4% | -$324K | 1.21% | 28 |
|
|
2018
Q4 | $6.83M | Sell |
268,740
-3,950
| -1% | -$100K | 1.25% | 27 |
|
|
2018
Q3 | $6.73M | Buy |
272,690
+23,870
| +10% | +$589K | 1.07% | 38 |
|
|
2018
Q2 | $6.04M | Buy |
248,820
+34,840
| +16% | +$845K | 1.03% | 40 |
|
|
2018
Q1 | $5.04M | Buy |
+213,980
| New | +$5.04M | 0.88% | 45 |
|