Ownership history in APPLETON PARTNERS INC/MA · 40 quarters on record
This page tracks every 13F SEC filing in which APPLETON PARTNERS INC/MA reported a position in BROADCOM LTD SHS (AVGO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 119,632 | -4,940 | -4.0% | 2.73% | $41.4M | $346.10 |
| 2025 Q3 | REDUCED | 124,572 | -10,789 | -8.0% | 2.76% | $41.1M | $329.28 |
| 2025 Q2 | REDUCED | 135,361 | -16,592 | -10.9% | 2.64% | $37.3M | $274.65 |
| 2025 Q1 | REDUCED | 151,953 | -10,370 | -6.4% | 1.97% | $25.4M | $166.43 |
| 2024 Q4 | REDUCED | 162,323 | -10,337 | -6.0% | 2.78% | $37.6M | $229.76 |
| 2024 Q3 | ADDED | 172,660 | +154,738 | +863.4% | 2.19% | $29.8M | $170.50 |
| 2024 Q2 | REDUCED | 17,922 | -1,091 | -5.7% | 2.22% | $28.8M | $158.17 |
| 2024 Q1 | REDUCED | 19,013 | -1,688 | -8.2% | 1.96% | $25.2M | $130.16 |
| 2023 Q4 | ADDED | 20,701 | +130 | +0.6% | 1.86% | $23.1M | $109.16 |
| 2023 Q3 | REDUCED | 20,571 | -2 | -0.0% | 1.52% | $17.1M | $80.85 |
As of 2025 Q4 — sorted by position size