Tarbox Family Office’s Broadcom AVGO Stock Holding History

Tarbox Family Office’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$542K	Sell	1,966 -1	-0.1%	-$276	0.08%	66
2025 Q1	$329K	Hold	1,967	–	–	0.05%	87
2024 Q4	$456K	Buy	1,967 +27	+1%	+$6.26K	0.08%	74
2024 Q3	$335K	Hold	1,940	–	–	0.05%	86
2024 Q2	$311K	Buy	1,940 +20	+1%	+$3.21K	0.05%	81
2024 Q1	$254K	Buy	1,920 +20	+1%	+$2.65K	0.04%	96
2023 Q4	$212K	Buy	+1,900	New	+$212K	0.04%	95
2022 Q2	–	Sell	-1,900	Closed	-$120K	–	193
2022 Q1	$120K	Sell	1,900 -580	-23%	-$36.6K	0.02%	113
2021 Q4	$165K	Hold	2,480	–	–	0.03%	131
2021 Q3	$120K	Hold	2,480	–	–	0.02%	166
2021 Q2	$118K	Hold	2,480	–	–	0.02%	170
2021 Q1	$115K	Hold	2,480	–	–	0.02%	143
2020 Q4	$109K	Hold	2,480	–	–	0.02%	144
2020 Q3	$90K	Buy	2,480 +370	+18%	+$13.4K	0.02%	153
2020 Q2	$67K	Sell	2,110 -40	-2%	-$1.27K	0.02%	159
2020 Q1	$51K	Buy	2,150 +110	+5%	+$2.61K	0.02%	166
2019 Q4	$64K	Sell	2,040 -100	-5%	-$3.14K	0.02%	168
2019 Q3	$59K	Hold	2,140	–	–	0.02%	152
2019 Q2	$62K	Buy	2,140 +360	+20%	+$10.4K	0.02%	150
2019 Q1	$54K	Hold	1,780	–	–	0.02%	143
2018 Q4	$45K	Buy	1,780 +330	+23%	+$8.34K	0.02%	149
2018 Q3	$36K	Hold	1,450	–	–	0.01%	177
2018 Q2	$35K	Buy	1,450 +30	+2%	+$724	0.01%	168
2018 Q1	$33K	Hold	1,420	–	–	0.01%	187
2017 Q4	$36K	Hold	1,420	–	–	0.01%	183
2017 Q3	$34K	Buy	1,420 +140	+11%	+$3.35K	0.01%	182
2017 Q2	$30K	Sell	1,280 -20	-2%	-$469	0.01%	175
2017 Q1	$28K	Hold	1,300	–	–	0.01%	170
2016 Q4	$23K	Hold	1,300	–	–	0.01%	163
2016 Q3	$22K	Hold	1,300	–	–	0.01%	157
2016 Q2	$20K	Hold	1,300	–	–	0.01%	164
2016 Q1	$20K	Buy	1,300 +840	+183%	+$12.9K	0.02%	166
2015 Q4	$7K	Buy	460 +110	+31%	+$1.67K	0.01%	267
2015 Q3	$4K	Buy	350 +70	+25%	+$800	﹤0.01%	341
2015 Q2	$4K	Buy	280 +150	+115%	+$2.14K	﹤0.01%	327
2015 Q1	$2K	Hold	130	–	–	﹤0.01%	403
2014 Q4	$1K	Buy	+130	New	+$1K	﹤0.01%	440