WF
Welch & Forbes’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.5M | Buy |
204,891
+30,733
| +18% | +$8.47M | 0.71% | 42 |
|
|
2025
Q1 | $29.2M | Buy |
174,158
+32,685
| +23% | +$5.47M | 0.38% | 67 |
|
|
2024
Q4 | $32.8M | Buy |
141,473
+27,933
| +25% | +$6.48M | 0.42% | 64 |
|
|
2024
Q3 | $19.6M | Buy |
113,540
+107,369
| +1,740% | +$18.5M | 0.25% | 81 |
|
|
2024
Q2 | $10.6M | Buy |
6,171
+2,952
| +92% | +$5.05M | 0.14% | 93 |
|
|
2024
Q1 | $4.27M | Sell |
3,219
-8
| -0.2% | -$10.6K | 0.06% | 136 |
|
|
2023
Q4 | $3.6M | Sell |
3,227
-104
| -3% | -$116K | 0.05% | 142 |
|
|
2023
Q3 | $2.77M | Buy |
3,331
+143
| +4% | +$119K | 0.05% | 156 |
|
|
2023
Q2 | $2.77M | Buy |
3,188
+19
| +0.6% | +$16.5K | 0.04% | 160 |
|
|
2023
Q1 | $2.03M | Sell |
3,169
-45
| -1% | -$28.9K | 0.03% | 176 |
|
|
2022
Q4 | $1.8M | Buy |
3,214
+96
| +3% | +$53.7K | 0.03% | 180 |
|
|
2022
Q3 | $1.38M | Buy |
3,118
+61
| +2% | +$27.1K | 0.03% | 195 |
|
|
2022
Q2 | $1.49M | Sell |
3,057
-79
| -3% | -$38.4K | 0.03% | 194 |
|
|
2022
Q1 | $1.98M | Sell |
3,136
-53
| -2% | -$33.4K | 0.03% | 182 |
|
|
2021
Q4 | $2.12M | Sell |
3,189
-6
| -0.2% | -$3.99K | 0.03% | 179 |
|
|
2021
Q3 | $1.55M | Hold |
3,195
| – | – | 0.03% | 195 |
|
|
2021
Q2 | $1.52M | Hold |
3,195
| – | – | 0.03% | 195 |
|
|
2021
Q1 | $1.48M | Buy |
3,195
+20
| +0.6% | +$9.27K | 0.03% | 185 |
|
|
2020
Q4 | $1.39M | Hold |
3,175
| – | – | 0.03% | 190 |
|
|
2020
Q3 | $1.16M | Sell |
3,175
-18
| -0.6% | -$6.55K | 0.02% | 189 |
|
|
2020
Q2 | $1.01M | Buy |
3,193
+193
| +6% | +$60.9K | 0.02% | 190 |
|
|
2020
Q1 | $712K | Hold |
3,000
| – | – | 0.02% | 205 |
|
|
2019
Q4 | $948K | Sell |
3,000
-52
| -2% | -$16.4K | 0.02% | 208 |
|
|
2019
Q3 | $843K | Sell |
3,052
-327
| -10% | -$90.3K | 0.02% | 215 |
|
|
2019
Q2 | $972K | Sell |
3,379
-3
| -0.1% | -$863 | 0.02% | 208 |
|
|
2019
Q1 | $1.02M | Sell |
3,382
-497
| -13% | -$149K | 0.03% | 203 |
|
|
2018
Q4 | $986K | Sell |
3,879
-1,198
| -24% | -$305K | 0.03% | 196 |
|
|
2018
Q3 | $1.25M | Sell |
5,077
-500
| -9% | -$123K | 0.03% | 190 |
|
|
2018
Q2 | $1.35M | Sell |
5,577
-81
| -1% | -$19.7K | 0.04% | 183 |
|
|
2018
Q1 | $1.33M | Buy |
+5,658
| New | +$1.33M | 0.03% | 185 |
|
|
2017
Q4 | – | Sell |
-5,721
| Closed | -$1.39M | – | 344 |
|
|
2017
Q3 | $1.39M | Buy |
+5,721
| New | +$1.39M | 0.04% | 180 |
|
|
2016
Q4 | – | Sell |
-4,966
| Closed | -$857K | – | 344 |
|
|
2016
Q3 | $857K | Buy |
+4,966
| New | +$857K | 0.03% | 175 |
|
|
2016
Q2 | – | Sell |
-5,008
| Closed | -$774K | – | 339 |
|
|
2016
Q1 | $774K | Buy |
+5,008
| New | +$774K | 0.02% | 209 |
|
|
2015
Q4 | – | Sell |
-4,762
| Closed | -$595K | – | 330 |
|
|
2015
Q3 | $595K | Buy |
+4,762
| New | +$595K | 0.02% | 228 |
|