GIM
Groesbeck Investment Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.16M | Sell |
18,854
-1,780
| -9% | -$298K | 4.42% | 2 |
|
|
2024
Q4 | $4.78M | Sell |
20,634
-3,426
| -14% | -$794K | 6.22% | 1 |
|
|
2024
Q3 | $4.15M | Buy |
24,060
+21,349
| +787% | +$3.68M | 6.1% | 1 |
|
|
2024
Q2 | $4.35M | Sell |
2,711
-487
| -15% | -$782K | 6.03% | 1 |
|
|
2024
Q1 | $4.24M | Sell |
3,198
-114
| -3% | -$151K | 4.51% | 3 |
|
|
2023
Q4 | $3.7M | Buy |
3,312
+100
| +3% | +$112K | 5.12% | 1 |
|
|
2023
Q3 | $2.67M | Sell |
3,212
-160
| -5% | -$133K | 4.04% | 3 |
|
|
2023
Q2 | $2.93M | Sell |
3,372
-343
| -9% | -$298K | 4.45% | 1 |
|
|
2023
Q1 | $2.38M | Sell |
3,715
-8
| -0.2% | -$5.13K | 3.57% | 4 |
|
|
2022
Q4 | $2.08M | Hold |
3,723
| – | – | 3.49% | 4 |
|
|
2022
Q3 | $1.81M | Hold |
3,723
| – | – | 2.98% | 8 |
|
|
2022
Q2 | $1.81M | Sell |
3,723
-147
| -4% | -$71.4K | 2.98% | 8 |
|
|
2022
Q1 | $2.44M | Buy |
3,870
+1
| +0% | +$630 | 2.73% | 4 |
|
|
2021
Q4 | $2.57M | Buy |
3,869
+102
| +3% | +$67.9K | 3.27% | 7 |
|
|
2021
Q3 | $1.83M | Sell |
3,767
-474
| -11% | -$230K | 2.11% | 10 |
|
|
2021
Q2 | $2.02M | Buy |
4,241
+402
| +10% | +$192K | 2.58% | 6 |
|
|
2021
Q1 | $1.78M | Buy |
3,839
+1,877
| +96% | +$870K | 2.56% | 6 |
|
|
2020
Q4 | $859K | Buy |
1,962
+179
| +10% | +$78.4K | 1.41% | 23 |
|
|
2020
Q3 | $650K | Buy |
+1,783
| New | +$650K | 1.22% | 29 |
|
|
2020
Q1 | – | Sell |
-21,555
| Closed | -$6.81M | – | 76 |
|
|
2019
Q4 | $6.81M | Sell |
21,555
-760
| -3% | -$240K | 5.03% | 1 |
|
|
2019
Q3 | $6.16M | Buy |
22,315
+605
| +3% | +$167K | 4.62% | 1 |
|
|
2019
Q2 | $6.25M | Sell |
21,710
-3,198
| -13% | -$921K | 5.08% | 1 |
|
|
2019
Q1 | $7.49M | Buy |
24,908
+2,774
| +13% | +$834K | 5.71% | 1 |
|
|
2018
Q4 | $5.63M | Buy |
22,134
+4,118
| +23% | +$1.05M | 4.8% | 2 |
|
|
2018
Q3 | $4.45M | Sell |
18,016
-227
| -1% | -$56K | 3.02% | 7 |
|
|
2018
Q2 | $4.43M | Buy |
18,243
+361
| +2% | +$87.6K | 3.1% | 6 |
|
|
2018
Q1 | $4.21M | Buy |
17,882
+560
| +3% | +$132K | 3.06% | 9 |
|
|
2017
Q4 | $4.45M | Buy |
17,322
+237
| +1% | +$60.9K | 3.12% | 7 |
|
|
2017
Q3 | $4.14M | Sell |
17,085
-119
| -0.7% | -$28.9K | 2.98% | 7 |
|
|
2017
Q2 | $4.01M | Buy |
17,204
+101
| +0.6% | +$23.5K | 2.97% | 11 |
|
|
2017
Q1 | $3.75M | Buy |
17,103
+6,364
| +59% | +$1.39M | 2.78% | 14 |
|
|
2016
Q4 | $1.9M | Buy |
10,739
+8,819
| +459% | +$1.56M | 1.48% | 24 |
|
|
2016
Q3 | $331K | Buy |
1,920
+220
| +13% | +$37.9K | 0.25% | 85 |
|
|
2016
Q2 | $264K | Buy |
+1,700
| New | +$264K | 0.19% | 72 |
|