Winthrop Advisory Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Buy |
6,798
+121
| +2% | +$33.4K | 0.18% | 50 |
|
|
2025
Q1 | $1.12M | Buy |
6,677
+238
| +4% | +$39.8K | 0.13% | 53 |
|
|
2024
Q4 | $1.49M | Buy |
6,439
+2,351
| +58% | +$545K | 0.18% | 47 |
|
|
2024
Q3 | $705K | Buy |
4,088
+858
| +27% | +$148K | 0.09% | 71 |
|
|
2024
Q2 | $518K | Buy |
3,230
+660
| +26% | +$106K | 0.07% | 79 |
|
|
2024
Q1 | $340K | Buy |
2,570
+140
| +6% | +$18.5K | 0.05% | 107 |
|
|
2023
Q4 | $271K | Buy |
+2,430
| New | +$271K | 0.04% | 114 |
|
|
2023
Q3 | – | Sell |
-2,470
| Closed | -$215K | – | 129 |
|
|
2023
Q2 | $215K | Buy |
+2,470
| New | +$215K | 0.03% | 122 |
|