BEI
Benjamin Edwards Inc’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.4M | Buy |
255,305
+5,553
| +2% | +$1.53M | 0.9% | 17 |
|
|
2025
Q1 | $41.8M | Sell |
249,752
-32,723
| -12% | -$5.48M | 0.58% | 52 |
|
|
2024
Q4 | $65.5M | Buy |
282,475
+9,161
| +3% | +$2.12M | 0.94% | 15 |
|
|
2024
Q3 | $47.2M | Buy |
273,314
+269,464
| +6,999% | +$46.5M | 0.69% | 30 |
|
|
2024
Q2 | $6.18M | Buy |
3,850
+471
| +14% | +$756K | 1.19% | 12 |
|
|
2024
Q1 | $4.48M | Buy |
3,379
+238
| +8% | +$315K | 0.89% | 20 |
|
|
2023
Q4 | $3.51M | Buy |
3,141
+91
| +3% | +$102K | 0.76% | 30 |
|
|
2023
Q3 | $2.53M | Sell |
3,050
-192
| -6% | -$160K | 0.6% | 48 |
|
|
2023
Q2 | $2.81M | Sell |
3,242
-52
| -2% | -$45.1K | 0.65% | 42 |
|
|
2023
Q1 | $2.11M | Buy |
3,294
+2,043
| +163% | +$1.31M | 0.52% | 57 |
|
|
2022
Q4 | $700K | Buy |
1,251
+84
| +7% | +$47K | 0.18% | 143 |
|
|
2022
Q3 | $518K | Buy |
1,167
+86
| +8% | +$38.2K | 0.16% | 167 |
|
|
2022
Q2 | $525K | Buy |
1,081
+179
| +20% | +$86.9K | 0.15% | 163 |
|
|
2022
Q1 | $568K | Buy |
902
+214
| +31% | +$135K | 0.17% | 152 |
|
|
2021
Q4 | $458K | Buy |
688
+477
| +226% | +$318K | 0.15% | 160 |
|
|
2021
Q3 | $102K | Buy |
+211
| New | +$102K | 0.06% | 233 |
|