HPIA
Hamilton Point Investment Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Hold |
1,883
| – | – | 0.09% | 92 |
|
|
2025
Q1 | $315K | Buy |
1,883
+60
| +3% | +$10K | 0.06% | 103 |
|
|
2024
Q4 | $423K | Buy |
1,823
+122
| +7% | +$28.3K | 0.07% | 95 |
|
|
2024
Q3 | $293K | Buy |
1,701
+1,531
| +901% | +$264K | 0.05% | 102 |
|
|
2024
Q2 | $273K | Buy |
+170
| New | +$273K | 0.05% | 104 |
|