BEAM
Baker Ellis Asset Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Sell |
42,045
-810
| -2% | -$223K | 1.59% | 19 |
|
|
2025
Q1 | $7.18M | Sell |
42,855
-1,245
| -3% | -$208K | 1.04% | 29 |
|
|
2024
Q4 | $10.2M | Sell |
44,100
-485
| -1% | -$112K | 1.5% | 17 |
|
|
2024
Q3 | $7.69M | Buy |
44,585
+40,232
| +924% | +$6.94M | 1.09% | 29 |
|
|
2024
Q2 | $6.99M | Buy |
4,353
+151
| +4% | +$242K | 1.05% | 26 |
|
|
2024
Q1 | $5.57M | Buy |
4,202
+80
| +2% | +$106K | 0.83% | 34 |
|
|
2023
Q4 | $4.6M | Buy |
+4,122
| New | +$4.6M | 0.74% | 42 |
|