Stewart & Patten Company’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $25M | Sell |
188,270
-16,920
| -8% | -$2.24M | 3.73% | 10 |
|
|
2023
Q4 | $22.9M | Sell |
205,190
-1,000
| -0.5% | -$112K | 3.58% | 11 |
|
|
2023
Q3 | $17.1M | Sell |
206,190
-1,410
| -0.7% | -$117K | 2.98% | 16 |
|
|
2023
Q2 | $18M | Sell |
207,600
-3,650
| -2% | -$317K | 2.94% | 18 |
|
|
2023
Q1 | $13.6M | Buy |
211,250
+9,260
| +5% | +$594K | 2.3% | 22 |
|
|
2022
Q4 | $11.3M | Buy |
201,990
+30,430
| +18% | +$1.7M | 1.97% | 23 |
|
|
2022
Q3 | $7.62M | Buy |
171,560
+9,010
| +6% | +$400K | 1.47% | 25 |
|
|
2022
Q2 | $7.9M | Buy |
162,550
+10,940
| +7% | +$531K | 1.44% | 27 |
|
|
2022
Q1 | $9.55M | Buy |
151,610
+10,180
| +7% | +$641K | 1.53% | 28 |
|
|
2021
Q4 | $9.41M | Buy |
141,430
+13,040
| +10% | +$868K | 1.41% | 28 |
|
|
2021
Q3 | $6.23M | Buy |
128,390
+40,340
| +46% | +$1.96M | 1.02% | 30 |
|
|
2021
Q2 | $4.2M | Buy |
88,050
+54,790
| +165% | +$2.61M | 0.67% | 31 |
|
|
2021
Q1 | $1.54M | Buy |
+33,260
| New | +$1.54M | 0.25% | 33 |
|