Wellington Shields Capital Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.74M | Sell |
20,815
-1,911
| -8% | -$527K | 0.97% | 21 |
|
|
2025
Q1 | $3.8M | Sell |
22,726
-386
| -2% | -$64.6K | 0.69% | 34 |
|
|
2024
Q4 | $5.36M | Buy |
23,112
+53
| +0.2% | +$12.3K | 0.95% | 22 |
|
|
2024
Q3 | $3.98M | Buy |
23,059
+39
| +0.2% | +$6.73K | 0.69% | 31 |
|
|
2024
Q2 | $3.7M | Buy |
23,020
+300
| +1% | +$48.2K | 0.67% | 30 |
|
|
2024
Q1 | $3.01M | Hold |
22,720
| – | – | 0.57% | 43 |
|
|
2023
Q4 | $2.54M | Sell |
22,720
-390
| -2% | -$43.5K | 0.32% | 47 |
|
|
2023
Q3 | $1.92M | Buy |
23,110
+400
| +2% | +$33.2K | 0.25% | 59 |
|
|
2023
Q2 | $1.97M | Buy |
22,710
+10
| +0% | +$867 | 0.24% | 61 |
|
|
2023
Q1 | $1.46M | Buy |
22,700
+10
| +0% | +$642 | 0.18% | 77 |
|
|
2022
Q4 | $1.27M | Buy |
22,690
+10
| +0% | +$559 | 0.15% | 86 |
|
|
2022
Q3 | $1.01M | Buy |
22,680
+10
| +0% | +$444 | 0.24% | 98 |
|
|
2022
Q2 | $1.1M | Buy |
22,670
+470
| +2% | +$22.8K | 0.14% | 90 |
|
|
2022
Q1 | $1.4M | Buy |
22,200
+10
| +0% | +$630 | 0.15% | 91 |
|
|
2021
Q4 | $1.48M | Hold |
22,190
| – | – | 0.19% | 108 |
|
|
2021
Q3 | $1.08M | Buy |
22,190
+1,010
| +5% | +$49K | 0.15% | 117 |
|
|
2021
Q2 | $1.01M | Hold |
21,180
| – | – | 0.12% | 144 |
|
|
2021
Q1 | $982K | Buy |
21,180
+10
| +0% | +$464 | 0.09% | 148 |
|
|
2020
Q4 | $927K | Buy |
21,170
+2,010
| +10% | +$88K | 0.12% | 130 |
|
|
2020
Q3 | $698K | Hold |
19,160
| – | – | 0.11% | 124 |
|
|
2020
Q2 | $605K | Buy |
19,160
+5,750
| +43% | +$182K | 0.1% | 143 |
|
|
2020
Q1 | $318K | Buy |
13,410
+1,000
| +8% | +$23.7K | 0.06% | 177 |
|
|
2019
Q4 | $392K | Hold |
12,410
| – | – | 0.06% | 198 |
|
|
2019
Q3 | $343K | Hold |
12,410
| – | – | 0.06% | 209 |
|
|
2019
Q2 | $357K | Hold |
12,410
| – | – | 0.06% | 216 |
|
|
2019
Q1 | $373K | Hold |
12,410
| – | – | 0.06% | 211 |
|
|
2018
Q4 | $316K | Buy |
+12,410
| New | +$316K | 0.06% | 212 |
|
|
2016
Q2 | – | Sell |
-22,000
| Closed | -$340K | – | 315 |
|
|
2016
Q1 | $340K | Hold |
22,000
| – | – | 0.06% | 246 |
|
|
2015
Q4 | $319K | Hold |
22,000
| – | – | 0.05% | 251 |
|
|
2015
Q3 | $275K | Buy |
+22,000
| New | +$275K | 0.05% | 251 |
|