Donaldson Capital 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 | $154M | Buy |
559,536
+2,772
| +0.5% | +$764K | 5.66% | 1 |
|
|
2025
Q1 | $93.2M | Sell |
556,764
-25,989
| -4% | -$4.35M | 3.52% | 6 |
|
|
2024
Q4 | $135M | Sell |
582,753
-103,254
| -15% | -$23.9M | 5.16% | 2 |
|
|
2024
Q3 | $118M | Buy |
686,007
+6,327
| +0.9% | +$1.09M | 4.55% | 2 |
|
|
2024
Q2 | $109M | Sell |
679,680
-13,930
| -2% | -$2.24M | 4.58% | 3 |
|
|
2024
Q1 | $91.9M | Sell |
693,610
-8,320
| -1% | -$1.1M | 3.83% | 4 |
|
|
2023
Q4 | $78.4M | Sell |
701,930
-19,700
| -3% | -$2.2M | 3.51% | 5 |
|
|
2023
Q3 | $59.9M | Sell |
721,630
-204,570
| -22% | -$17M | 2.82% | 9 |
|
|
2023
Q2 | $80.3M | Sell |
926,200
-77,510
| -8% | -$6.72M | 3.66% | 3 |
|
|
2023
Q1 | $64.4M | Sell |
1,003,710
-271,550
| -21% | -$17.4M | 3.04% | 5 |
|
|
2022
Q4 | $71.3M | Buy |
1,275,260
+15,020
| +1% | +$840K | 3.48% | 6 |
|
|
2022
Q3 | $56M | Buy |
1,260,240
+14,070
| +1% | +$625K | 3.07% | 8 |
|
|
2022
Q2 | $60.5M | Sell |
1,246,170
-26,070
| -2% | -$1.27M | 3.12% | 6 |
|
|
2022
Q1 | $80.1M | Buy |
1,272,240
+17,400
| +1% | +$1.1M | 3.65% | 4 |
|
|
2021
Q4 | $83.5M | Buy |
1,254,840
+40,930
| +3% | +$2.72M | 3.67% | 4 |
|
|
2021
Q3 | $58.9M | Buy |
1,213,910
+31,940
| +3% | +$1.55M | 2.97% | 7 |
|
|
2021
Q2 | $56.4M | Buy |
1,181,970
+21,750
| +2% | +$1.04M | 2.88% | 9 |
|
|
2021
Q1 | $53.8M | Sell |
1,160,220
-138,000
| -11% | -$6.4M | 2.96% | 9 |
|
|
2020
Q4 | $56.8M | Buy |
1,298,220
+17,450
| +1% | +$764K | 3.36% | 3 |
|
|
2020
Q3 | $46.7M | Buy |
1,280,770
+57,460
| +5% | +$2.09M | 3.16% | 5 |
|
|
2020
Q2 | $38.6M | Buy |
1,223,310
+15,810
| +1% | +$499K | 2.8% | 9 |
|
|
2020
Q1 | $28.6M | Buy |
1,207,500
+48,480
| +4% | +$1.15M | 2.5% | 17 |
|
|
2019
Q4 | $36.6M | Buy |
1,159,020
+225,990
| +24% | +$7.14M | 2.48% | 15 |
|
|
2019
Q3 | $25.8M | Buy |
933,030
+66,160
| +8% | +$1.83M | 1.91% | 25 |
|
|
2019
Q2 | $25M | Buy |
+866,870
| New | +$25M | 2.07% | 27 |
|
|
2018
Q2 | – | Sell |
-8,630
| Closed | -$203K | – | 180 |
|
|
2018
Q1 | $203K | Buy |
+8,630
| New | +$203K | 0.02% | 163 |
|