AAMC
Asset Allocation & Management Company’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
8,098
+908
| +13% | +$250K | 1.03% | 16 |
|
|
2025
Q1 | $1.2M | Hold |
7,190
| – | – | 0.61% | 24 |
|
|
2024
Q4 | $1.67M | Buy |
7,190
+2,620
| +57% | +$607K | 0.91% | 19 |
|
|
2024
Q3 | $788K | Buy |
4,570
+4,113
| +900% | +$709K | 0.5% | 28 |
|
|
2024
Q2 | $734K | Hold |
457
| – | – | 0.49% | 28 |
|
|
2024
Q1 | $606K | Hold |
457
| – | – | 0.4% | 33 |
|
|
2023
Q4 | $510K | Hold |
457
| – | – | 0.34% | 34 |
|
|
2023
Q3 | $380K | Hold |
457
| – | – | 0.23% | 40 |
|
|
2023
Q2 | $396K | Sell |
457
-1,390
| -75% | -$1.2M | 0.16% | 51 |
|
|
2023
Q1 | $1.19M | Sell |
1,847
-262
| -12% | -$168K | 0.48% | 28 |
|
|
2022
Q4 | $1.18M | Sell |
2,109
-529
| -20% | -$296K | 0.46% | 31 |
|
|
2022
Q3 | $1.17M | Buy |
2,638
+262
| +11% | +$116K | 0.48% | 29 |
|
|
2022
Q2 | $1.15M | Hold |
2,376
| – | – | 0.48% | 34 |
|
|
2022
Q1 | $1.5M | Hold |
2,376
| – | – | 0.54% | 29 |
|
|
2021
Q4 | $1.58M | Buy |
2,376
+1,919
| +420% | +$1.28M | 0.54% | 27 |
|
|
2021
Q3 | $222K | Hold |
457
| – | – | 0.12% | 30 |
|
|
2021
Q2 | $218K | Hold |
457
| – | – | 0.1% | 42 |
|
|
2021
Q1 | $212K | Hold |
457
| – | – | 0.1% | 48 |
|
|
2020
Q4 | $200K | Sell |
457
-104
| -19% | -$45.5K | 0.13% | 32 |
|
|
2020
Q3 | $204K | Sell |
561
-1,388
| -71% | -$505K | 0.09% | 38 |
|
|
2020
Q2 | $615K | Hold |
1,949
| – | – | 0.3% | 27 |
|
|
2020
Q1 | $462K | Buy |
1,949
+924
| +90% | +$219K | 0.23% | 32 |
|
|
2019
Q4 | $324K | Buy |
+1,025
| New | +$324K | 0.12% | 49 |
|