TF
Tompkins Financial’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Hold |
1,073
| – | – | 0.03% | 150 |
|
|
2025
Q1 | $180K | Buy |
1,073
+73
| +7% | +$12.2K | 0.02% | 200 |
|
|
2024
Q4 | $232K | Sell |
1,000
-150
| -13% | -$34.8K | 0.02% | 171 |
|
|
2024
Q3 | $198K | Buy |
1,150
+1,035
| +900% | +$179K | 0.02% | 196 |
|
|
2024
Q2 | $185K | Sell |
115
-1
| -0.9% | -$1.61K | 0.02% | 208 |
|
|
2024
Q1 | $154K | Buy |
116
+11
| +10% | +$14.6K | 0.02% | 228 |
|
|
2023
Q4 | $117K | Hold |
105
| – | – | 0.01% | 253 |
|
|
2023
Q3 | $87.2K | Hold |
105
| – | – | 0.01% | 268 |
|
|
2023
Q2 | $91.1K | Sell |
105
-410
| -80% | -$356K | 0.01% | 275 |
|
|
2023
Q1 | $330K | Hold |
515
| – | – | 0.05% | 138 |
|
|
2022
Q4 | $288K | Sell |
515
-100
| -16% | -$55.9K | 0.05% | 149 |
|
|
2022
Q3 | $273K | Buy |
615
+26
| +4% | +$11.5K | 0.05% | 146 |
|
|
2022
Q2 | $286K | Hold |
589
| – | – | 0.05% | 150 |
|
|
2022
Q1 | $371K | Hold |
589
| – | – | 0.05% | 145 |
|
|
2021
Q4 | $392K | Sell |
589
-140
| -19% | -$93.2K | 0.07% | 103 |
|
|
2021
Q3 | $354K | Buy |
+729
| New | +$354K | 0.06% | 109 |
|
|
2021
Q1 | $410K | Sell |
885
-5
| -0.6% | -$2.32K | 0.07% | 104 |
|
|
2020
Q4 | $390K | Sell |
890
-1,590
| -64% | -$697K | 0.07% | 106 |
|
|
2020
Q3 | $904K | Hold |
2,480
| – | – | 0.17% | 76 |
|
|
2020
Q2 | $783K | Hold |
2,480
| – | – | 0.16% | 80 |
|
|
2020
Q1 | $588K | Buy |
2,480
+100
| +4% | +$23.7K | 0.14% | 89 |
|
|
2019
Q4 | $752K | Sell |
2,380
-90
| -4% | -$28.4K | 0.14% | 92 |
|
|
2019
Q3 | $682K | Hold |
2,470
| – | – | 0.14% | 93 |
|
|
2019
Q2 | $711K | Sell |
2,470
-10
| -0.4% | -$2.88K | 0.14% | 91 |
|
|
2019
Q1 | $746K | Sell |
2,480
-10
| -0.4% | -$3.01K | 0.14% | 92 |
|
|
2018
Q4 | $633K | Buy |
2,490
+10
| +0.4% | +$2.54K | 0.14% | 95 |
|
|
2018
Q3 | $612K | Hold |
2,480
| – | – | 0.13% | 98 |
|
|
2018
Q2 | $602K | Hold |
2,480
| – | – | 0.13% | 101 |
|
|
2018
Q1 | $584K | Hold |
2,480
| – | – | 0.13% | 104 |
|
|
2017
Q4 | $637K | Sell |
2,480
-45
| -2% | -$11.6K | 0.15% | 97 |
|
|
2017
Q3 | $612K | Sell |
2,525
-65
| -3% | -$15.8K | 0.14% | 99 |
|
|
2017
Q2 | $604K | Sell |
2,590
-30
| -1% | -$7K | 0.15% | 95 |
|
|
2017
Q1 | $574K | Hold |
2,620
| – | – | 0.15% | 94 |
|
|
2016
Q4 | $463K | Hold |
2,620
| – | – | 0.12% | 102 |
|
|
2016
Q3 | $452K | Hold |
2,620
| – | – | 0.13% | 98 |
|
|
2016
Q2 | $407K | Sell |
2,620
-265
| -9% | -$41.2K | 0.12% | 116 |
|
|
2016
Q1 | $446K | Sell |
2,885
-206
| -7% | -$31.8K | 0.14% | 110 |
|
|
2015
Q4 | $449K | Buy |
3,091
+23
| +0.7% | +$3.34K | 0.14% | 115 |
|
|
2015
Q3 | $384K | Buy |
3,068
+2,550
| +492% | +$319K | 0.12% | 122 |
|
|
2015
Q2 | $69K | Buy |
+518
| New | +$69K | 0.02% | 236 |
|
|
2015
Q1 | – | Sell |
-500
| Closed | -$50K | – | 526 |
|
|
2014
Q4 | $50K | Buy |
+500
| New | +$50K | 0.01% | 278 |
|