O'Brien Greene & Co’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $855K | Sell |
3,102
-130
| -4% | -$35.8K | 0.28% | 56 |
|
|
2025
Q1 | $541K | Sell |
3,232
-20
| -0.6% | -$3.35K | 0.18% | 72 |
|
|
2024
Q4 | $754K | Buy |
3,252
+252
| +8% | +$58.4K | 0.24% | 66 |
|
|
2024
Q3 | $518K | Sell |
3,000
-1,190
| -28% | -$205K | 0.16% | 86 |
|
|
2024
Q2 | $673K | Buy |
4,190
+190
| +5% | +$30.5K | 0.21% | 71 |
|
|
2024
Q1 | $530K | Hold |
4,000
| – | – | 0.17% | 84 |
|
|
2023
Q4 | $447K | Hold |
4,000
| – | – | 0.16% | 87 |
|
|
2023
Q3 | $332K | Hold |
4,000
| – | – | 0.12% | 96 |
|
|
2023
Q2 | $347K | Sell |
4,000
-330
| -8% | -$28.6K | 0.12% | 99 |
|
|
2023
Q1 | $278K | Hold |
4,330
| – | – | 0.1% | 111 |
|
|
2022
Q4 | $242K | Buy |
+4,330
| New | +$242K | 0.09% | 116 |
|
|
2022
Q3 | – | Sell |
-4,420
| Closed | -$215K | – | 130 |
|
|
2022
Q2 | $215K | Sell |
4,420
-110
| -2% | -$5.35K | 0.08% | 123 |
|
|
2022
Q1 | $285K | Buy |
4,530
+10
| +0.2% | +$629 | 0.09% | 117 |
|
|
2021
Q4 | $301K | Buy |
4,520
+190
| +4% | +$12.7K | 0.1% | 117 |
|
|
2021
Q3 | $210K | Hold |
4,330
| – | – | 0.08% | 127 |
|
|
2021
Q2 | $206K | Hold |
4,330
| – | – | 0.07% | 132 |
|
|
2021
Q1 | $201K | Buy |
+4,330
| New | +$201K | 0.08% | 127 |
|