Bedell Frazier Investment Counselling’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.18M Sell
11,532
-571
-5% -$157K 0.8% 39
2025
Q1
$2.03M Sell
12,103
-44
-0.4% -$7.37K 0.52% 45
2024
Q4
$2.82M Sell
12,147
-1,217
-9% -$282K 0.7% 39
2024
Q3
$2.31M Sell
13,364
-3,106
-19% -$536K 0.55% 40
2024
Q2
$2.64M Hold
16,470
0.64% 43
2024
Q1
$2.18M Sell
16,470
-430
-3% -$57K 0.55% 46
2023
Q4
$1.89M Sell
16,900
-200
-1% -$22.3K 0.52% 45
2023
Q3
$1.42M Sell
17,100
-90
-0.5% -$7.48K 0.42% 47
2023
Q2
$1.49M Buy
+17,190
New +$1.49M 0.44% 47
2022
Q1
Sell
-75,220
Closed -$5.01M 91
2021
Q4
$5.01M Sell
75,220
-490
-0.6% -$32.6K 1.22% 34
2021
Q3
$3.67M Buy
75,710
+2,840
+4% +$138K 1.01% 39
2021
Q2
$3.48M Buy
+72,870
New +$3.48M 0.88% 42