GIM
Goelzer Investment Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30M | Buy |
108,742
+17,826
| +20% | +$4.91M | 1.64% | 9 |
|
|
2025
Q1 | $15.2M | Buy |
90,916
+28,322
| +45% | +$4.74M | 0.88% | 12 |
|
|
2024
Q4 | $14.5M | Sell |
62,594
-7,667
| -11% | -$1.78M | 0.84% | 14 |
|
|
2024
Q3 | $12.1M | Buy |
70,261
+63,239
| +901% | +$10.9M | 0.66% | 23 |
|
|
2024
Q2 | $11.3M | Sell |
7,022
-1,600
| -19% | -$2.57M | 0.63% | 23 |
|
|
2024
Q1 | $11.4M | Sell |
8,622
-1,502
| -15% | -$1.99M | 0.65% | 23 |
|
|
2023
Q4 | $11.3M | Buy |
10,124
+12
| +0.1% | +$13.4K | 0.73% | 23 |
|
|
2023
Q3 | $8.4M | Sell |
10,112
-852
| -8% | -$708K | 0.59% | 32 |
|
|
2023
Q2 | $9.51M | Sell |
10,964
-281
| -2% | -$244K | 0.81% | 29 |
|
|
2023
Q1 | $7.21M | Sell |
11,245
-487
| -4% | -$312K | 0.63% | 49 |
|
|
2022
Q4 | $6.56M | Sell |
11,732
-78
| -0.7% | -$43.6K | 0.56% | 53 |
|
|
2022
Q3 | $5.24M | Buy |
11,810
+4,858
| +70% | +$2.16M | 0.52% | 58 |
|
|
2022
Q2 | $3.38M | Sell |
6,952
-242
| -3% | -$118K | 0.33% | 95 |
|
|
2022
Q1 | $4.53M | Buy |
7,194
+85
| +1% | +$53.5K | 0.39% | 82 |
|
|
2021
Q4 | $4.73M | Sell |
7,109
-172
| -2% | -$114K | 0.39% | 79 |
|
|
2021
Q3 | $3.53M | Sell |
7,281
-161
| -2% | -$78.1K | 0.31% | 102 |
|
|
2021
Q2 | $3.55M | Sell |
7,442
-178
| -2% | -$84.9K | 0.29% | 105 |
|
|
2021
Q1 | $3.53M | Sell |
7,620
-406
| -5% | -$188K | 0.31% | 102 |
|
|
2020
Q4 | $3.51M | Sell |
8,026
-81
| -1% | -$35.5K | 0.32% | 98 |
|
|
2020
Q3 | $2.95M | Buy |
8,107
+17
| +0.2% | +$6.19K | 0.27% | 107 |
|
|
2020
Q2 | $2.55M | Sell |
8,090
-656
| -8% | -$207K | 0.25% | 110 |
|
|
2020
Q1 | $2.07M | Buy |
8,746
+77
| +0.9% | +$18.3K | 0.24% | 112 |
|
|
2019
Q4 | $2.74M | Sell |
8,669
-193
| -2% | -$61K | 0.24% | 116 |
|
|
2019
Q3 | $2.45M | Sell |
8,862
-19
| -0.2% | -$5.25K | 0.22% | 124 |
|
|
2019
Q2 | $2.56M | Sell |
8,881
-73
| -0.8% | -$21K | 0.24% | 121 |
|
|
2019
Q1 | $2.69M | Buy |
8,954
+167
| +2% | +$50.2K | 0.26% | 119 |
|
|
2018
Q4 | $2.23M | Sell |
8,787
-185
| -2% | -$47K | 0.29% | 116 |
|
|
2018
Q3 | $2.21M | Sell |
8,972
-232
| -3% | -$57.3K | 0.25% | 132 |
|
|
2018
Q2 | $2.23M | Sell |
9,204
-432
| -4% | -$105K | 0.26% | 128 |
|
|
2018
Q1 | $2.27M | Sell |
9,636
-3,767
| -28% | -$888K | 0.27% | 124 |
|
|
2017
Q4 | $3.44M | Sell |
13,403
-562
| -4% | -$144K | 0.39% | 99 |
|
|
2017
Q3 | $3.39M | Sell |
13,965
-132
| -0.9% | -$32K | 0.4% | 98 |
|
|
2017
Q2 | $3.29M | Sell |
14,097
-1,261
| -8% | -$294K | 0.4% | 97 |
|
|
2017
Q1 | $3.36M | Sell |
15,358
-400
| -3% | -$87.6K | 0.42% | 96 |
|
|
2016
Q4 | $2.79M | Sell |
15,758
-4,323
| -22% | -$764K | 0.36% | 105 |
|
|
2016
Q3 | $3.46M | Buy |
20,081
+1,209
| +6% | +$209K | 0.47% | 91 |
|
|
2016
Q2 | $2.93M | Buy |
18,872
+312
| +2% | +$48.5K | 0.4% | 102 |
|
|
2016
Q1 | $2.87M | Buy |
18,560
+12,143
| +189% | +$1.88M | 0.41% | 104 |
|
|
2015
Q4 | $931K | Sell |
6,417
-703
| -10% | -$102K | 0.14% | 152 |
|
|
2015
Q3 | $890K | Hold |
7,120
| – | – | 0.14% | 150 |
|
|
2015
Q2 | $946K | Sell |
7,120
-455
| -6% | -$60.5K | 0.14% | 148 |
|
|
2015
Q1 | $962K | Buy |
+7,575
| New | +$962K | 0.15% | 146 |
|