Patten Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.9M | Buy |
35,929
+129
| +0.4% | +$35.6K | 2.09% | 6 |
|
|
2025
Q1 | $5.99M | Sell |
35,800
-2,367
| -6% | -$396K | 1.37% | 12 |
|
|
2024
Q4 | $8.85M | Buy |
38,167
+2,652
| +7% | +$615K | 1.96% | 7 |
|
|
2024
Q3 | $6.13M | Sell |
35,515
-35
| -0.1% | -$6.04K | 1.36% | 12 |
|
|
2024
Q2 | $5.71M | Buy |
35,550
+540
| +2% | +$86.7K | 1.35% | 11 |
|
|
2024
Q1 | $4.64M | Buy |
35,010
+400
| +1% | +$53K | 1.14% | 13 |
|
|
2023
Q4 | $3.86M | Buy |
34,610
+5,930
| +21% | +$662K | 1.05% | 16 |
|
|
2023
Q3 | $2.38M | Buy |
28,680
+560
| +2% | +$46.5K | 0.71% | 38 |
|
|
2023
Q2 | $2.44M | Sell |
28,120
-1,450
| -5% | -$126K | 0.36% | 40 |
|
|
2023
Q1 | $1.9M | Buy |
29,570
+520
| +2% | +$33.4K | 0.57% | 46 |
|
|
2022
Q4 | $1.62M | Sell |
29,050
-450
| -2% | -$25.2K | 0.51% | 56 |
|
|
2022
Q3 | $1.36M | Sell |
29,500
-170
| -0.6% | -$7.83K | 0.47% | 62 |
|
|
2022
Q2 | $1.48M | Buy |
29,670
+230
| +0.8% | +$11.5K | 0.47% | 60 |
|
|
2022
Q1 | $1.85M | Buy |
29,440
+460
| +2% | +$29K | 0.52% | 56 |
|
|
2021
Q4 | $1.93M | Buy |
28,980
+3,180
| +12% | +$212K | 0.51% | 56 |
|
|
2021
Q3 | $1.25M | Buy |
25,800
+2,910
| +13% | +$141K | 0.37% | 83 |
|
|
2021
Q2 | $1.09M | Buy |
22,890
+4,460
| +24% | +$213K | 0.32% | 89 |
|
|
2021
Q1 | $855K | Sell |
18,430
-200
| -1% | -$9.28K | 0.27% | 101 |
|
|
2020
Q4 | $816K | Buy |
18,630
+9,630
| +107% | +$422K | 0.22% | 102 |
|
|
2020
Q3 | $328K | Buy |
+9,000
| New | +$328K | 0.13% | 167 |
|
|
2020
Q1 | – | Sell |
-6,840
| Closed | -$216K | – | 185 |
|
|
2019
Q4 | $216K | Buy |
+6,840
| New | +$216K | 0.08% | 199 |
|
|
2019
Q1 | – | Sell |
-5,400
| Closed | -$137K | – | 216 |
|
|
2018
Q4 | $137K | Buy |
5,400
+190
| +4% | +$4.82K | 0.07% | 200 |
|
|
2018
Q3 | $129K | Buy |
5,210
+2,900
| +126% | +$71.8K | 0.05% | 227 |
|
|
2018
Q2 | $56K | Buy |
+2,310
| New | +$56K | 0.02% | 306 |
|
|
2018
Q1 | – | Sell |
-2,430
| Closed | -$62K | – | 579 |
|
|
2017
Q4 | $62K | Buy |
2,430
+50
| +2% | +$1.28K | 0.02% | 319 |
|
|
2017
Q3 | $58K | Hold |
2,380
| – | – | 0.02% | 313 |
|
|
2017
Q2 | $59K | Hold |
2,380
| – | – | 0.02% | 307 |
|
|
2017
Q1 | $52K | Buy |
2,380
+200
| +9% | +$4.37K | 0.02% | 310 |
|
|
2016
Q4 | $45K | Hold |
2,180
| – | – | 0.02% | 317 |
|
|
2016
Q3 | $37K | Buy |
2,180
+150
| +7% | +$2.55K | 0.02% | 339 |
|
|
2016
Q2 | $31.5K | Buy |
2,030
+150
| +8% | +$2.33K | 0.01% | 351 |
|
|
2016
Q1 | $29K | Buy |
+1,880
| New | +$29K | 0.01% | 367 |
|