Duff & Phelps Investment Management’s Broadcom AVGO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-10,090	Closed	-$1.62M	–	165
2024 Q2	$1.62M	Sell	10,090 -40,570	-80%	-$5.69M	0.02%	142
2024 Q1	$6.71M	Buy	50,660 +1,650	+3%	+$204K	0.08%	132
2023 Q4	$5.47M	Buy	49,010 +3,390	+7%	+$321K	0.07%	133
2023 Q3	$3.79M	Hold	45,620	–	–	0.05%	143
2023 Q2	$3.96M	Buy	45,620 +1,400	+3%	+$99.8K	0.05%	142
2023 Q1	$2.84M	Hold	44,220	–	–	0.03%	151
2022 Q4	$2.47M	Hold	44,220	–	–	0.03%	158
2022 Q3	$1.96M	Hold	44,220	–	–	0.02%	162
2022 Q2	$2.15M	Hold	44,220	–	–	0.03%	135
2022 Q1	$2.78M	Buy	44,220 +750	+2%	+$44.5K	0.03%	129
2021 Q4	$2.89M	Buy	43,470 +1,740	+4%	+$97.8K	0.03%	127
2021 Q3	$2.02M	Buy	41,730 +9,980	+31%	+$485K	0.03%	144
2021 Q2	$1.51M	Sell	31,750 -3,650	-10%	-$169K	0.02%	165
2021 Q1	$1.64M	Buy	+35,400	New	+$1.64M	0.02%	161
2019 Q2	–	Sell	-494,170	Closed	-$14.9M	–	243
2019 Q1	$14.9M	Sell	494,170 -24,230	-5%	-$657K	0.22%	96
2018 Q4	$13.2M	Sell	518,400 -6,650	-1%	-$157K	0.22%	96
2018 Q3	$13M	Buy	525,050 +75,710	+17%	+$1.7M	0.2%	101
2018 Q2	$10.9M	Sell	449,340 -6,560	-1%	-$161K	0.16%	110
2018 Q1	$10.8M	Sell	455,900 -16,080	-3%	-$405K	0.17%	107
2017 Q4	$12.1M	Sell	471,980 -6,910	-1%	-$180K	0.17%	112
2017 Q3	$11.6M	Sell	478,890 -17,430	-4%	-$431K	0.16%	122
2017 Q2	$11.6M	Sell	496,320 -55,100	-10%	-$1.28M	0.17%	119
2017 Q1	$12.1M	Sell	551,420 -142,890	-21%	-$2.94M	0.17%	122
2016 Q4	$12.4M	Buy	694,310 +170,110	+32%	+$2.95M	0.18%	118
2016 Q3	$9.04M	Buy	+524,200	New	+$8.77M	0.13%	122