Retirement Planning Company of New England’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.38M | Buy |
15,893
+298
| +2% | +$82.1K | 1.95% | 8 |
|
|
2025
Q1 | $2.61M | Sell |
15,595
-344
| -2% | -$57.6K | 1.3% | 17 |
|
|
2024
Q4 | $3.7M | Sell |
15,939
-443
| -3% | -$103K | 1.79% | 9 |
|
|
2024
Q3 | $2.83M | Buy |
16,382
+632
| +4% | +$109K | 1.41% | 13 |
|
|
2024
Q2 | $2.53M | Sell |
15,750
-80
| -0.5% | -$12.8K | 1.38% | 13 |
|
|
2024
Q1 | $2.1M | Sell |
15,830
-25,890
| -62% | -$3.43M | 1.15% | 18 |
|
|
2023
Q4 | $4.66M | Sell |
41,720
-410
| -1% | -$45.8K | 2.1% | 6 |
|
|
2023
Q3 | $3.5M | Buy |
42,130
+22,540
| +115% | +$1.87M | 1.95% | 9 |
|
|
2023
Q2 | $1.7M | Sell |
19,590
-260
| -1% | -$22.5K | 0.98% | 22 |
|
|
2023
Q1 | $1.27M | Sell |
19,850
-160
| -0.8% | -$10.3K | 0.77% | 33 |
|
|
2022
Q4 | $1.12M | Buy |
20,010
+440
| +2% | +$24.6K | 0.73% | 40 |
|
|
2022
Q3 | $868K | Buy |
19,570
+330
| +2% | +$14.6K | 0.63% | 48 |
|
|
2022
Q2 | $934K | Buy |
19,240
+2,500
| +15% | +$121K | 0.64% | 47 |
|
|
2022
Q1 | $1.05M | Buy |
16,740
+3,200
| +24% | +$201K | 0.6% | 50 |
|
|
2021
Q4 | $901K | Buy |
+13,540
| New | +$901K | 0.44% | 58 |
|