Beacon Capital Management LLC (Tennessee)’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.2M | Sell |
4,344
-131
| -3% | -$36.1K | 0.16% | 36 |
|
2025
Q1 | $749K | Buy |
4,475
+218
| +5% | +$36.5K | 0.1% | 45 |
|
2024
Q4 | $987K | Buy |
4,257
+11
| +0.3% | +$2.55K | 0.13% | 38 |
|
2024
Q3 | $732K | Buy |
4,246
+796
| +23% | +$137K | 0.1% | 42 |
|
2024
Q2 | $554K | Buy |
3,450
+260
| +8% | +$41.8K | 0.1% | 47 |
|
2024
Q1 | $423K | Buy |
3,190
+530
| +20% | +$70.3K | 0.09% | 56 |
|
2023
Q4 | $221K | Sell |
2,660
-60
| -2% | -$4.98K | 0.06% | 80 |
|
2023
Q3 | $236K | Hold |
2,720
| – | – | 0.06% | 80 |
|
2023
Q2 | $236K | Buy |
2,720
+270
| +11% | +$23.4K | 0.06% | 80 |
|
2023
Q1 | $157K | Sell |
2,450
-1,540
| -39% | -$98.8K | 0.05% | 99 |
|
2022
Q4 | $223K | Buy |
3,990
+3,540
| +787% | +$198K | 0.08% | 77 |
|
2022
Q3 | $22K | Hold |
450
| – | – | 0.01% | 324 |
|
2022
Q2 | $29K | Hold |
450
| – | – | 0.01% | 316 |
|
2022
Q1 | $29K | Buy |
+450
| New | +$29K | 0.01% | 316 |
|