BIM
Baldwin Investment Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21M | Sell |
76,307
-2,518
| -3% | -$694K | 2.54% | 2 |
|
|
2025
Q1 | $13.2M | Sell |
78,825
-579
| -0.7% | -$96.9K | 1.59% | 4 |
|
|
2024
Q4 | $18.4M | Sell |
79,404
-1,974
| -2% | -$458K | 2.4% | 2 |
|
|
2024
Q3 | $14M | Buy |
81,378
+73,150
| +889% | +$12.6M | 1.76% | 5 |
|
|
2024
Q2 | $13.2M | Sell |
8,228
-51
| -0.6% | -$81.9K | 1.81% | 5 |
|
|
2024
Q1 | $11M | Sell |
8,279
-254
| -3% | -$337K | 1.49% | 4 |
|
|
2023
Q4 | $9.52M | Buy |
8,533
+197
| +2% | +$220K | 1.49% | 4 |
|
|
2023
Q3 | $6.92M | Sell |
8,336
-170
| -2% | -$141K | 1.16% | 5 |
|
|
2023
Q2 | $7.38M | Sell |
8,506
-1,135
| -12% | -$984K | 1.22% | 5 |
|
|
2023
Q1 | $6.18M | Sell |
9,641
-213
| -2% | -$137K | 1.1% | 5 |
|
|
2022
Q4 | $5.51M | Buy |
9,854
+270
| +3% | +$151K | 1% | 7 |
|
|
2022
Q3 | $4.26K | Sell |
9,584
-231
| -2% | -$103 | 0.87% | 11 |
|
|
2022
Q2 | $4.77K | Sell |
9,815
-239
| -2% | -$116 | 0.91% | 11 |
|
|
2022
Q1 | $6.33K | Buy |
10,054
+145
| +1% | +$91 | 0.96% | 6 |
|
|
2021
Q4 | $6.59K | Sell |
9,909
-21
| -0.2% | -$14 | 1.03% | 6 |
|
|
2021
Q3 | $4.82M | Buy |
9,930
+250
| +3% | +$121K | 0.84% | 11 |
|
|
2021
Q2 | $4.62M | Buy |
9,680
+238
| +3% | +$113K | 0.79% | 14 |
|
|
2021
Q1 | $4.38M | Sell |
9,442
-76
| -0.8% | -$35.2K | 0.8% | 15 |
|
|
2020
Q4 | $4.17M | Buy |
9,518
+1,639
| +21% | +$718K | 0.82% | 17 |
|
|
2020
Q3 | $2.87M | Buy |
7,879
+1,720
| +28% | +$627K | 0.67% | 26 |
|
|
2020
Q2 | $1.94M | Buy |
6,159
+127
| +2% | +$40.1K | 0.61% | 28 |
|
|
2020
Q1 | $1.43M | Sell |
6,032
-50
| -0.8% | -$11.9K | 0.49% | 31 |
|
|
2019
Q4 | $1.92M | Hold |
6,082
| – | – | 0.51% | 26 |
|
|
2019
Q3 | $1.68M | Buy |
6,082
+85
| +1% | +$23.5K | 0.49% | 30 |
|
|
2019
Q2 | $1.73M | Sell |
5,997
-325
| -5% | -$93.5K | 0.5% | 27 |
|
|
2019
Q1 | $1.9M | Buy |
6,322
+60
| +1% | +$18K | 0.57% | 25 |
|
|
2018
Q4 | $1.59M | Hold |
6,262
| – | – | 0.51% | 25 |
|
|
2018
Q3 | $1.55M | Buy |
6,262
+245
| +4% | +$60.4K | 0.44% | 32 |
|
|
2018
Q2 | $1.46M | Hold |
6,017
| – | – | 0.46% | 31 |
|
|
2018
Q1 | $1.42M | Buy |
6,017
+100
| +2% | +$23.6K | 0.51% | 26 |
|
|
2017
Q4 | $1.52M | Buy |
5,917
+100
| +2% | +$25.7K | 0.54% | 23 |
|
|
2017
Q3 | $1.41M | Buy |
5,817
+100
| +2% | +$24.3K | 0.53% | 23 |
|
|
2017
Q2 | $1.33M | Sell |
5,717
-525
| -8% | -$122K | 0.53% | 22 |
|
|
2017
Q1 | $1.37M | Buy |
6,242
+300
| +5% | +$65.7K | 0.53% | 25 |
|
|
2016
Q4 | $1.05M | Buy |
5,942
+1,225
| +26% | +$216K | 0.42% | 33 |
|
|
2016
Q3 | $814K | Sell |
4,717
-250
| -5% | -$43.1K | 0.35% | 46 |
|
|
2016
Q2 | $772K | Buy |
4,967
+138
| +3% | +$21.4K | 0.33% | 48 |
|
|
2016
Q1 | $746K | Buy |
+4,829
| New | +$746K | 0.32% | 49 |
|