Wellington Shields & Co’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59M | Sell |
13,035
-1,793
| -12% | -$494K | 1.02% | 19 |
|
|
2025
Q1 | $2.48M | Sell |
14,828
-300
| -2% | -$50.2K | 0.78% | 25 |
|
|
2024
Q4 | $3.51M | Sell |
15,128
-82
| -0.5% | -$19K | 1.08% | 17 |
|
|
2024
Q3 | $2.62M | Hold |
15,210
| – | – | 0.8% | 24 |
|
|
2024
Q2 | $2.44M | Buy |
15,210
+100
| +0.7% | +$16.1K | 0.8% | 24 |
|
|
2024
Q1 | $2M | Sell |
15,110
-750
| -5% | -$99.4K | 0.67% | 30 |
|
|
2023
Q4 | $1.77M | Buy |
15,860
+260
| +2% | +$29K | 0.65% | 34 |
|
|
2023
Q3 | $1.3M | Buy |
15,600
+100
| +0.6% | +$8.31K | 0.32% | 47 |
|
|
2023
Q2 | $1.34M | Hold |
15,500
| – | – | 0.32% | 41 |
|
|
2023
Q1 | $994K | Buy |
15,500
+500
| +3% | +$32.1K | 0.22% | 66 |
|
|
2022
Q4 | $839K | Hold |
15,000
| – | – | 0.19% | 74 |
|
|
2022
Q3 | $666K | Hold |
15,000
| – | – | 0.29% | 78 |
|
|
2022
Q2 | $729K | Hold |
15,000
| – | – | 0.18% | 81 |
|
|
2022
Q1 | $945K | Hold |
15,000
| – | – | 0.31% | 80 |
|
|
2021
Q4 | $998K | Buy |
15,000
+2,000
| +15% | +$133K | 0.2% | 78 |
|
|
2021
Q3 | $630K | Hold |
13,000
| – | – | 0.22% | 95 |
|
|
2021
Q2 | $620K | Hold |
13,000
| – | – | 0.2% | 97 |
|
|
2021
Q1 | $603K | Hold |
13,000
| – | – | 0.22% | 91 |
|
|
2020
Q4 | $569K | Sell |
13,000
-4,000
| -24% | -$175K | 0.2% | 87 |
|
|
2020
Q3 | $619K | Buy |
17,000
+4,000
| +31% | +$146K | 0.26% | 82 |
|
|
2020
Q2 | $410K | Buy |
13,000
+3,000
| +30% | +$94.6K | 0.18% | 108 |
|
|
2020
Q1 | $237K | Hold |
10,000
| – | – | 0.13% | 130 |
|
|
2019
Q4 | $316K | Buy |
+10,000
| New | +$316K | 0.14% | 129 |
|
|
2019
Q3 | – | Sell |
-11,010
| Closed | -$317K | – | 100 |
|
|
2019
Q2 | $317K | Sell |
11,010
-2,000
| -15% | -$57.6K | 0.15% | 133 |
|
|
2019
Q1 | $391K | Buy |
13,010
+3,010
| +30% | +$90.5K | 0.2% | 110 |
|
|
2018
Q4 | $254K | Sell |
10,000
-7,000
| -41% | -$178K | 0.15% | 128 |
|
|
2018
Q3 | $419K | Hold |
17,000
| – | – | 0.23% | 90 |
|
|
2018
Q2 | $412K | Hold |
17,000
| – | – | 0.21% | 93 |
|
|
2018
Q1 | $401K | Hold |
17,000
| – | – | 0.22% | 96 |
|
|
2017
Q4 | $437K | Hold |
17,000
| – | – | 0.24% | 89 |
|
|
2017
Q3 | $412K | Hold |
17,000
| – | – | 0.14% | 88 |
|
|
2017
Q2 | $396K | Hold |
17,000
| – | – | 0.14% | 85 |
|
|
2017
Q1 | $372K | Hold |
17,000
| – | – | 0.11% | 80 |
|
|
2016
Q4 | $301K | Buy |
+17,000
| New | +$301K | 0.16% | 92 |
|