Fernwood 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
$701K Buy
2024
Q3
$351K Buy
2024
Q2
$310K Buy
2024
Q1
$131K Buy
2017
Q1
Sell
2016
Q4
$309K Hold
2016
Q3
$302K Hold
2016
Q2
$272K Hold
2016
Q1
$270K Hold
2015
Q4
$254K Hold
2015
Q3
$219K Hold
2015
Q2
$233K Hold
2015
Q1
$222K Sell
2014
Q4
$568K Sell
2014
Q3
$572K Sell
2014
Q2
$495K Sell
2014
Q1
$475K Buy
2013
Q4
$266K Buy