EIA
Edgemoor Investment Advisors’s Broadcom AVGO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $46.9M | Sell |
170,098
-4,109
| -2% | -$1.13M | 4.05% | 5 |
|
2025
Q1 | $29.2M | Sell |
174,207
-1,234
| -0.7% | -$207K | 2.68% | 9 |
|
2024
Q4 | $40.7M | Sell |
175,441
-4,939
| -3% | -$1.15M | 3.58% | 7 |
|
2024
Q3 | $31.1M | Buy |
180,380
+162,289
| +897% | +$28M | 2.71% | 9 |
|
2024
Q2 | $29M | Sell |
18,091
-66
| -0.4% | -$106K | 2.7% | 10 |
|
2024
Q1 | $24.1M | Sell |
18,157
-519
| -3% | -$688K | 2.28% | 11 |
|
2023
Q4 | $20.8M | Sell |
18,676
-72
| -0.4% | -$80.4K | 2.18% | 12 |
|
2023
Q3 | $15.6M | Sell |
18,748
-230
| -1% | -$191K | 1.84% | 14 |
|
2023
Q2 | $16.5M | Sell |
18,978
-493
| -3% | -$428K | 1.86% | 13 |
|
2023
Q1 | $12.5M | Buy |
19,471
+309
| +2% | +$198K | 1.52% | 20 |
|
2022
Q4 | $10.7M | Sell |
19,162
-92
| -0.5% | -$51.4K | 1.34% | 24 |
|
2022
Q3 | $8.55M | Sell |
19,254
-68
| -0.4% | -$30.2K | 1.14% | 28 |
|
2022
Q2 | $9.39M | Sell |
19,322
-45
| -0.2% | -$21.9K | 1.18% | 29 |
|
2022
Q1 | $12.2M | Sell |
19,367
-156
| -0.8% | -$98.2K | 1.29% | 21 |
|
2021
Q4 | $13M | Sell |
19,523
-420
| -2% | -$279K | 1.33% | 20 |
|
2021
Q3 | $9.67M | Sell |
19,943
-6,473
| -25% | -$3.14M | 1.1% | 32 |
|
2021
Q2 | $12.6M | Sell |
26,416
-60
| -0.2% | -$28.6K | 1.18% | 32 |
|
2021
Q1 | $12.3M | Sell |
26,476
-47
| -0.2% | -$21.8K | 1.23% | 29 |
|
2020
Q4 | $11.6M | Sell |
26,523
-182
| -0.7% | -$79.7K | 1.3% | 30 |
|
2020
Q3 | $9.73M | Sell |
26,705
-56
| -0.2% | -$20.4K | 1.2% | 28 |
|
2020
Q2 | $8.45M | Buy |
26,761
+2,428
| +10% | +$766K | 1.14% | 35 |
|
2020
Q1 | $5.77M | Buy |
24,333
+1,233
| +5% | +$292K | 0.94% | 40 |
|
2019
Q4 | $7.3M | Buy |
23,100
+287
| +1% | +$90.7K | 0.83% | 49 |
|
2019
Q3 | $6.3M | Buy |
22,813
+1,556
| +7% | +$430K | 0.78% | 47 |
|
2019
Q2 | $6.12M | Buy |
21,257
+3,484
| +20% | +$1M | 0.77% | 47 |
|
2019
Q1 | $5.35M | Buy |
17,773
+1,927
| +12% | +$580K | 0.7% | 45 |
|
2018
Q4 | $4.03M | Buy |
15,846
+7,681
| +94% | +$1.95M | 0.6% | 50 |
|
2018
Q3 | $2.02M | Buy |
+8,165
| New | +$2.02M | 0.25% | 71 |
|