GIM
Grassi Investment Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.2M | Sell |
265,630
-8,125
| -3% | -$2.24M | 5.82% | 3 |
|
|
2025
Q1 | $45.8M | Buy |
273,755
+1,380
| +0.5% | +$231K | 4.24% | 5 |
|
|
2024
Q4 | $63.1M | Buy |
272,375
+1,425
| +0.5% | +$330K | 5.39% | 4 |
|
|
2024
Q3 | $46.7M | Buy |
270,950
+244,860
| +939% | +$42.2M | 4.04% | 6 |
|
|
2024
Q2 | $41.9M | Sell |
26,090
-115
| -0.4% | -$185K | 3.72% | 6 |
|
|
2024
Q1 | $34.7M | Hold |
26,205
| – | – | 3.14% | 6 |
|
|
2023
Q4 | $29.3M | Hold |
26,205
| – | – | 3.07% | 7 |
|
|
2023
Q3 | $21.8M | Hold |
26,205
| – | – | 2.5% | 7 |
|
|
2023
Q2 | $22.7M | Hold |
26,205
| – | – | 2.5% | 8 |
|
|
2023
Q1 | $16.8M | Hold |
26,205
| – | – | 2.09% | 9 |
|
|
2022
Q4 | $14.7M | Hold |
26,205
| – | – | 1.98% | 12 |
|
|
2022
Q3 | $11.6M | Sell |
26,205
-100
| -0.4% | -$44.4K | 1.7% | 14 |
|
|
2022
Q2 | $12.8M | Hold |
26,305
| – | – | 1.69% | 13 |
|
|
2022
Q1 | $16.6M | Hold |
26,305
| – | – | 1.73% | 11 |
|
|
2021
Q4 | $17.5M | Hold |
26,305
| – | – | 1.75% | 11 |
|
|
2021
Q3 | $12.8M | Hold |
26,305
| – | – | 1.44% | 23 |
|
|
2021
Q2 | $12.5M | Hold |
26,305
| – | – | 1.36% | 24 |
|
|
2021
Q1 | $12.2M | Sell |
26,305
-100
| -0.4% | -$46.4K | 1.38% | 24 |
|
|
2020
Q4 | $11.6M | Sell |
26,405
-775
| -3% | -$339K | 1.47% | 25 |
|
|
2020
Q3 | $9.9M | Buy |
27,180
+2,275
| +9% | +$829K | 1.4% | 29 |
|
|
2020
Q2 | $7.86M | Sell |
24,905
-8,655
| -26% | -$2.73M | 1.13% | 38 |
|
|
2020
Q1 | $7.96M | Buy |
33,560
+6,590
| +24% | +$1.56M | 1.39% | 28 |
|
|
2019
Q4 | $8.52M | Sell |
26,970
-50
| -0.2% | -$15.8K | 1.15% | 38 |
|
|
2019
Q3 | $7.46M | Buy |
27,020
+9,140
| +51% | +$2.52M | 1.12% | 41 |
|
|
2019
Q2 | $5.15M | Buy |
17,880
+13,570
| +315% | +$3.91M | 0.76% | 56 |
|
|
2019
Q1 | $1.3M | Buy |
+4,310
| New | +$1.3M | 0.19% | 76 |
|