GAAM
Guinness Atkinson Asset Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Sell |
7,535
-1,253
| -14% | -$345K | 1.09% | 23 |
|
|
2025
Q1 | $1.47M | Sell |
8,788
-2,720
| -24% | -$455K | 0.82% | 24 |
|
|
2024
Q4 | $2.67M | Buy |
11,508
+886
| +8% | +$205K | 1.36% | 23 |
|
|
2024
Q3 | $1.83M | Buy |
10,622
+9,425
| +787% | +$1.63M | 0.89% | 23 |
|
|
2024
Q2 | $1.92M | Sell |
1,197
-305
| -20% | -$490K | 0.94% | 23 |
|
|
2024
Q1 | $1.99M | Sell |
1,502
-80
| -5% | -$106K | 0.94% | 25 |
|
|
2023
Q4 | $1.77M | Sell |
1,582
-126
| -7% | -$141K | 0.9% | 27 |
|
|
2023
Q3 | $1.42M | Sell |
1,708
-342
| -17% | -$284K | 0.79% | 29 |
|
|
2023
Q2 | $1.78M | Sell |
2,050
-280
| -12% | -$243K | 0.94% | 29 |
|
|
2023
Q1 | $1.49M | Buy |
2,330
+19
| +0.8% | +$12.2K | 0.84% | 32 |
|
|
2022
Q4 | $1.29M | Buy |
2,311
+31
| +1% | +$17.3K | 0.81% | 33 |
|
|
2022
Q3 | $1.01M | Sell |
2,280
-121
| -5% | -$53.7K | 0.65% | 38 |
|
|
2022
Q2 | $1.17M | Hold |
2,401
| – | – | 0.68% | 34 |
|
|
2022
Q1 | $1.51M | Hold |
2,401
| – | – | 0.73% | 30 |
|
|
2021
Q4 | $1.6M | Sell |
2,401
-264
| -10% | -$176K | 0.7% | 30 |
|
|
2021
Q3 | $1.29M | Buy |
2,665
+1,188
| +80% | +$576K | 0.6% | 34 |
|
|
2021
Q2 | $704K | Buy |
1,477
+84
| +6% | +$40K | 0.31% | 49 |
|
|
2021
Q1 | $646K | Sell |
1,393
-40
| -3% | -$18.6K | 0.32% | 53 |
|
|
2020
Q4 | $627K | Hold |
1,433
| – | – | 0.34% | 42 |
|
|
2020
Q3 | $522K | Hold |
1,433
| – | – | 0.32% | 29 |
|
|
2020
Q2 | $452K | Hold |
1,433
| – | – | 0.29% | 32 |
|
|
2020
Q1 | $340K | Buy |
1,433
+243
| +20% | +$57.7K | 0.27% | 36 |
|
|
2019
Q4 | $376K | Buy |
1,190
+90
| +8% | +$28.4K | 0.27% | 42 |
|
|
2019
Q3 | $304K | Sell |
1,100
-80
| -7% | -$22.1K | 0.24% | 52 |
|
|
2019
Q2 | $340K | Buy |
1,180
+230
| +24% | +$66.3K | 0.25% | 42 |
|
|
2019
Q1 | $286K | Hold |
950
| – | – | 0.21% | 43 |
|
|
2018
Q4 | $242K | Sell |
950
-350
| -27% | -$89.2K | 0.21% | 53 |
|
|
2018
Q3 | $321K | Buy |
+1,300
| New | +$321K | 0.21% | 47 |
|