Baldwin Investment Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.1M | Sell |
71,361
-2,059
| -3% | -$678K | 2.58% | 2 |
|
|
2025
Q4 | $25.4M | Buy |
73,420
+1,208
| +2% | +$432K | 2.87% | 2 |
|
|
2025
Q3 | $23.8M | Sell |
72,212
-4,095
| -5% | -$1.26M | 2.73% | 2 |
|
|
2025
Q2 | $21M | Sell |
76,307
-2,518
| -3% | -$547K | 2.54% | 2 |
|
|
2025
Q1 | $13.2M | Sell |
78,825
-579
| -0.7% | -$123K | 1.59% | 4 |
|
|
2024
Q4 | $18.4M | Sell |
79,404
-1,974
| -2% | -$365K | 2.4% | 2 |
|
|
2024
Q3 | $14M | Sell |
81,378
-902
| -1% | -$145K | 1.76% | 5 |
|
|
2024
Q2 | $13.2M | Sell |
82,280
-510
| -0.6% | -$71.5K | 1.81% | 5 |
|
|
2024
Q1 | $11M | Sell |
82,790
-2,540
| -3% | -$315K | 1.49% | 4 |
|
|
2023
Q4 | $9.52M | Buy |
85,330
+1,970
| +2% | +$187K | 1.49% | 4 |
|
|
2023
Q3 | $6.92M | Sell |
83,360
-1,700
| -2% | -$147K | 1.16% | 5 |
|
|
2023
Q2 | $7.38M | Sell |
85,060
-11,350
| -12% | -$809K | 1.22% | 5 |
|
|
2023
Q1 | $6.18M | Sell |
96,410
-2,130
| -2% | -$128K | 1.1% | 5 |
|
|
2022
Q4 | $5.51M | Buy |
98,540
+2,700
| +3% | +$135K | 1% | 7 |
|
|
2022
Q3 | $4.26K | Sell |
95,840
-2,310
| -2% | -$118K | 0.87% | 11 |
|
|
2022
Q2 | $4.77K | Sell |
98,150
-2,390
| -2% | -$134K | 0.91% | 11 |
|
|
2022
Q1 | $6.33K | Buy |
100,540
+1,450
| +1% | +$86.1K | 0.96% | 6 |
|
|
2021
Q4 | $6.59K | Sell |
99,090
-210
| -0.2% | -$11.8K | 1.03% | 6 |
|
|
2021
Q3 | $4.82M | Buy |
99,300
+2,500
| +3% | +$122K | 0.84% | 11 |
|
|
2021
Q2 | $4.62M | Buy |
96,800
+2,380
| +3% | +$110K | 0.79% | 14 |
|
|
2021
Q1 | $4.38M | Sell |
94,420
-760
| -0.8% | -$35.1K | 0.8% | 15 |
|
|
2020
Q4 | $4.17M | Buy |
95,180
+16,390
| +21% | +$639K | 0.82% | 17 |
|
|
2020
Q3 | $2.87M | Buy |
78,790
+17,200
| +28% | +$576K | 0.67% | 26 |
|
|
2020
Q2 | $1.94M | Buy |
61,590
+1,270
| +2% | +$35.5K | 0.61% | 28 |
|
|
2020
Q1 | $1.43M | Sell |
60,320
-500
| -0.8% | -$14.1K | 0.49% | 31 |
|
|
2019
Q4 | $1.92M | Hold |
60,820
| – | – | 0.51% | 26 |
|
|
2019
Q3 | $1.68M | Buy |
60,820
+850
| +1% | +$24.2K | 0.49% | 30 |
|
|
2019
Q2 | $1.73M | Sell |
59,970
-3,250
| -5% | -$94.7K | 0.5% | 27 |
|
|
2019
Q1 | $1.9M | Buy |
63,220
+600
| +1% | +$16.3K | 0.57% | 25 |
|
|
2018
Q4 | $1.59M | Hold |
62,620
| – | – | 0.51% | 25 |
|
|
2018
Q3 | $1.54M | Buy |
62,620
+2,450
| +4% | +$54.9K | 0.44% | 32 |
|
|
2018
Q2 | $1.46M | Hold |
60,170
| – | – | 0.46% | 31 |
|
|
2018
Q1 | $1.42M | Buy |
60,170
+1,000
| +2% | +$25.2K | 0.51% | 26 |
|
|
2017
Q4 | $1.52M | Buy |
59,170
+1,000
| +2% | +$26K | 0.54% | 23 |
|
|
2017
Q3 | $1.41M | Buy |
58,170
+1,000
| +2% | +$24.7K | 0.53% | 23 |
|
|
2017
Q2 | $1.33M | Sell |
57,170
-5,250
| -8% | -$122K | 0.53% | 22 |
|
|
2017
Q1 | $1.37M | Buy |
62,420
+3,000
| +5% | +$61.8K | 0.53% | 25 |
|
|
2016
Q4 | $1.05M | Buy |
59,420
+12,250
| +26% | +$212K | 0.42% | 33 |
|
|
2016
Q3 | $814K | Sell |
47,170
-2,500
| -5% | -$41.8K | 0.35% | 46 |
|
|
2016
Q2 | $772K | Buy |
49,670
+1,380
| +3% | +$21K | 0.33% | 48 |
|
|
2016
Q1 | $746K | Buy |
+48,290
| New | +$653K | 0.32% | 49 |
|
Other funds holding AVGO
VCM
VPM
