Grassi 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
2025
Q2
$73.2M Sell
2025
Q1
$45.8M Buy
2024
Q4
$63.1M Buy
2024
Q3
$46.7M Buy
2024
Q2
$41.9M Sell
2024
Q1
$34.7M Hold
2023
Q4
$29.3M Hold
2023
Q3
$21.8M Hold
2023
Q2
$22.7M Hold
2023
Q1
$16.8M Hold
2022
Q4
$14.7M Hold
2022
Q3
$11.6M Sell
2022
Q2
$12.8M Hold
2022
Q1
$16.6M Hold
2021
Q4
$17.5M Hold
2021
Q3
$12.8M Hold
2021
Q2
$12.5M Hold
2021
Q1
$12.2M Sell
2020
Q4
$11.6M Sell
2020
Q3
$9.9M Buy
2020
Q2
$7.86M Sell
2020
Q1
$7.96M Buy
2019
Q4
$8.52M Sell
2019
Q3
$7.46M Buy
2019
Q2
$5.15M Buy
2019
Q1
$1.3M Buy