Beese Fulmer Investment Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.7M | Sell |
172,913
-607
| -0.3% | -$167K | 3.55% | 3 |
|
|
2025
Q1 | $29.1M | Sell |
173,520
-3,117
| -2% | -$522K | 2.5% | 6 |
|
|
2024
Q4 | $41M | Sell |
176,637
-2,777
| -2% | -$644K | 3.49% | 3 |
|
|
2024
Q3 | $30.9M | Buy |
179,414
+2,764
| +2% | +$477K | 2.66% | 5 |
|
|
2024
Q2 | $28.4M | Buy |
176,650
+900
| +0.5% | +$144K | 2.58% | 5 |
|
|
2024
Q1 | $23.3M | Sell |
175,750
-770
| -0.4% | -$102K | 2.19% | 6 |
|
|
2023
Q4 | $19.7M | Buy |
176,520
+420
| +0.2% | +$46.9K | 2.04% | 8 |
|
|
2023
Q3 | $14.6M | Buy |
176,100
+130
| +0.1% | +$10.8K | 1.65% | 16 |
|
|
2023
Q2 | $15.3M | Buy |
175,970
+410
| +0.2% | +$35.6K | 1.65% | 13 |
|
|
2023
Q1 | $11.3M | Buy |
175,560
+160,170
| +1,041% | +$10.3M | 1.29% | 25 |
|
|
2022
Q4 | $861K | Buy |
+15,390
| New | +$861K | 0.1% | 126 |
|
|
2020
Q3 | – | Sell |
-690
| Closed | -$22K | – | 220 |
|
|
2020
Q2 | $22K | Buy |
+690
| New | +$22K | ﹤0.01% | 396 |
|