Eagle Ridge 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
Q4 | $75.1M | Sell |
324,015
-8,399
| -3% | -$1.55M | 6.55% | 1 |
|
|
2024
Q3 | $57.3M | Sell |
332,414
-5,126
| -2% | -$822K | 5.03% | 1 |
|
|
2024
Q2 | $54.2M | Sell |
337,540
-59,170
| -15% | -$8.29M | 5.02% | 2 |
|
|
2024
Q1 | $52.6M | Sell |
396,710
-13,710
| -3% | -$1.7M | 4.84% | 2 |
|
|
2023
Q4 | $45.8M | Sell |
410,420
-6,400
| -2% | -$606K | 4.49% | 2 |
|
|
2023
Q3 | $34.6M | Sell |
416,820
-56,010
| -12% | -$4.86M | 3.77% | 5 |
|
|
2023
Q2 | $41M | Buy |
472,830
+200
| +0% | +$14.3K | 4.31% | 3 |
|
|
2023
Q1 | $30.3M | Buy |
472,630
+194,180
| +70% | +$11.7M | 3.41% | 5 |
|
|
2022
Q4 | $15.6M | Sell |
278,450
-150
| -0.1% | -$7.52K | 1.82% | 14 |
|
|
2022
Q3 | $12.4M | Sell |
278,600
-1,600
| -0.6% | -$81.7K | 1.55% | 18 |
|
|
2022
Q2 | $13.6M | Sell |
280,200
-960
| -0.3% | -$53.9K | 1.64% | 18 |
|
|
2022
Q1 | $17.7M | Sell |
281,160
-2,610
| -0.9% | -$155K | 1.89% | 13 |
|
|
2021
Q4 | $18.9M | Sell |
283,770
-2,720
| -0.9% | -$153K | 1.98% | 12 |
|
|
2021
Q3 | $13.9M | Buy |
286,490
+1,350
| +0.5% | +$65.7K | 1.55% | 20 |
|
|
2021
Q2 | $13.6M | Buy |
285,140
+1,130
| +0.4% | +$52.4K | 1.58% | 19 |
|
|
2021
Q1 | $13.2M | Buy |
284,010
+3,940
| +1% | +$182K | 1.59% | 20 |
|
|
2020
Q4 | $12.3M | Sell |
280,070
-330
| -0.1% | -$12.9K | 1.55% | 21 |
|
|
2020
Q3 | $10.2M | Buy |
280,400
+2,130
| +0.8% | +$71.3K | 1.43% | 22 |
|
|
2020
Q2 | $8.78M | Sell |
278,270
-13,380
| -5% | -$374K | 1.33% | 26 |
|
|
2020
Q1 | $6.92M | Sell |
291,650
-4,500
| -2% | -$127K | 1.2% | 29 |
|
|
2019
Q4 | $9.36M | Sell |
296,150
-1,910
| -0.6% | -$58K | 1.26% | 31 |
|
|
2019
Q3 | $8.23M | Buy |
298,060
+1,170
| +0.4% | +$33.3K | 1.19% | 32 |
|
|
2019
Q2 | $8.55M | Buy |
296,890
+5,110
| +2% | +$149K | 1.24% | 30 |
|
|
2019
Q1 | $8.77M | Sell |
291,780
-6,710
| -2% | -$182K | 1.29% | 27 |
|
|
2018
Q4 | $7.59M | Sell |
298,490
-2,560
| -0.9% | -$60.4K | 1.29% | 28 |
|
|
2018
Q3 | $7.43M | Sell |
301,050
-4,470
| -1% | -$100K | 1.07% | 39 |
|
|
2018
Q2 | $7.41M | Buy |
305,520
+800
| +0.3% | +$19.6K | 1.12% | 39 |
|
|
2018
Q1 | $7.18M | Buy |
304,720
+2,650
| +0.9% | +$66.7K | 1.11% | 42 |
|
|
2017
Q4 | $7.76M | Sell |
302,070
-24,130
| -7% | -$627K | 1.2% | 33 |
|
|
2017
Q3 | $7.91M | Buy |
326,200
+460
| +0.1% | +$11.4K | 1.31% | 30 |
|
|
2017
Q2 | $7.59M | Buy |
325,740
+8,630
| +3% | +$200K | 1.44% | 29 |
|
|
2017
Q1 | $6.94M | Sell |
317,110
-2,840
| -0.9% | -$58.5K | 1.36% | 30 |
|
|
2016
Q4 | $5.66M | Buy |
319,950
+2,350
| +0.7% | +$40.7K | 1.17% | 41 |
|
|
2016
Q3 | $5.48M | Sell |
317,600
-2,750
| -0.9% | -$46K | 1.22% | 39 |
|
|
2016
Q2 | $4.98M | Sell |
320,350
-15,650
| -5% | -$238K | 1.14% | 43 |
|
|
2016
Q1 | $5.19M | Buy |
336,000
+14,650
| +5% | +$198K | 1.22% | 35 |
|
|
2015
Q4 | $4.66M | Buy |
321,350
+16,050
| +5% | +$209K | 1.12% | 44 |
|
|
2015
Q3 | $3.82M | Buy |
+305,300
| New | +$3.86M | 0.98% | 49 |
|
Other funds holding AVGO
Eagle Ridge Investment Management's AVGO Position: Q4 2024 in Review
Eagle Ridge Investment Management reduced its Broadcom (AVGO) stake by 2.5% in Q4 2024, selling an estimated $1.55M and leaving 324,015 shares worth $75.1M. The position accounts for 6.55% of the portfolio, ranked #1.
Eagle Ridge Investment Management first reported a position in AVGO in Q3 2015 and has held it in 38 quarters since. 3,913 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.
- Eagle Ridge Investment Management held 324,015 shares of Broadcom worth $75.1M as of Q4 2024.
- Eagle Ridge Investment Management sold 8,399 Broadcom shares in Q4 2024, an estimated $1.55M.
- Broadcom made up 6.55% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #1 holding.
- Eagle Ridge Investment Management first reported a position in Broadcom in Q3 2015 and has held it in 38 quarters since.
- 3,913 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.
Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.