Samalin Investment Counsel’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
4,506
-87
| -2% | -$24K | 0.48% | 48 |
|
|
2025
Q1 | $769K | Sell |
4,593
-390
| -8% | -$65.3K | 0.31% | 94 |
|
|
2024
Q4 | $1.16M | Buy |
4,983
+50
| +1% | +$11.6K | 0.5% | 48 |
|
|
2024
Q3 | $851K | Sell |
4,933
-17
| -0.3% | -$2.93K | 0.37% | 74 |
|
|
2024
Q2 | $796K | Buy |
4,950
+520
| +12% | +$83.6K | 0.37% | 72 |
|
|
2024
Q1 | $587K | Sell |
4,430
-1,190
| -21% | -$158K | 0.28% | 111 |
|
|
2023
Q4 | $628K | Buy |
5,620
+330
| +6% | +$36.9K | 0.32% | 94 |
|
|
2023
Q3 | $440K | Sell |
5,290
-30
| -0.6% | -$2.49K | 0.25% | 120 |
|
|
2023
Q2 | $461K | Buy |
5,320
+40
| +0.8% | +$3.47K | 0.25% | 122 |
|
|
2023
Q1 | $339K | Sell |
5,280
-10
| -0.2% | -$642 | 0.2% | 144 |
|
|
2022
Q4 | $296K | Buy |
5,290
+260
| +5% | +$14.5K | 0.19% | 154 |
|
|
2022
Q3 | $223K | Hold |
5,030
| – | – | 0.16% | 183 |
|
|
2022
Q2 | $244K | Buy |
5,030
+10
| +0.2% | +$485 | 0.17% | 177 |
|
|
2022
Q1 | $316K | Buy |
5,020
+1,440
| +40% | +$90.6K | 0.19% | 163 |
|
|
2021
Q4 | $238K | Buy |
+3,580
| New | +$238K | 0.14% | 205 |
|
|
2020
Q1 | – | Sell |
-5,440
| Closed | -$171K | – | 169 |
|
|
2019
Q4 | $171K | Buy |
+5,440
| New | +$171K | 0.14% | 165 |
|