S&CO Inc’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $385K | Hold |
1,400
| – | – | 0.02% | 182 |
|
2025
Q1 | $234K | Hold |
1,400
| – | – | 0.02% | 207 |
|
2024
Q4 | $324K | Sell |
1,400
-300
| -18% | -$69.4K | 0.02% | 179 |
|
2024
Q3 | $293K | Sell |
1,700
-800
| -32% | -$138K | 0.02% | 191 |
|
2024
Q2 | $401K | Hold |
2,500
| – | – | 0.03% | 183 |
|
2024
Q1 | $331K | Hold |
2,500
| – | – | 0.02% | 180 |
|
2023
Q4 | $279K | Hold |
2,500
| – | – | 0.02% | 167 |
|
2023
Q3 | $207K | Hold |
2,500
| – | – | 0.02% | 175 |
|
2023
Q2 | $216K | Buy |
+2,500
| New | +$216K | 0.02% | 170 |
|