InterOcean Capital Group’s Broadcom AVGO Stock Holding History

InterOcean Capital Group’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$3.74M	Buy	28,220 +2,190	+8%	+$271K	0.09%	122
2023 Q4	$2.91M	Buy	26,030 +6,020	+30%	+$570K	0.08%	129
2023 Q3	$1.66M	Buy	20,010 +4,430	+28%	+$384K	0.05%	148
2023 Q2	$1.35M	Buy	15,580 +3,310	+27%	+$236K	0.04%	152
2023 Q1	$787K	Buy	12,270 +2,750	+29%	+$165K	0.03%	208
2022 Q4	$532K	Buy	9,520 +760	+9%	+$38.1K	0.02%	251
2022 Q3	$389K	Buy	8,760 +1,050	+14%	+$53.6K	0.02%	274
2022 Q2	$374K	Buy	7,710 +3,350	+77%	+$188K	0.02%	282
2022 Q1	$274K	Buy	4,360 +500	+13%	+$29.7K	0.01%	225
2021 Q4	$257K	Sell	3,860 -5,990	-61%	-$337K	0.01%	224
2021 Q3	$478K	Buy	9,850 +140	+1%	+$6.81K	0.02%	163
2021 Q2	$463K	Buy	9,710 +500	+5%	+$23.2K	0.02%	167
2021 Q1	$427K	Buy	+9,210	New	+$426K	0.02%	161

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

InterOcean Capital Group's AVGO Position: Q1 2024 in Review

InterOcean Capital Group increased its Broadcom (AVGO) stake by 8.4% in Q1 2024, buying an estimated $271K and bringing the position to 28,220 shares worth $3.74M. The position accounts for 0.09% of the portfolio, ranked #122.

InterOcean Capital Group first reported a position in AVGO in Q1 2021 and has held it in 13 quarters since. 3,066 funds tracked by Wall St. Rank hold AVGO as of Q1 2024.

InterOcean Capital Group held 28,220 shares of Broadcom worth $3.74M as of Q1 2024.
InterOcean Capital Group bought 2,190 Broadcom shares in Q1 2024, an estimated $271K.
Broadcom made up 0.09% of InterOcean Capital Group's portfolio in Q1 2024, its #122 holding.
InterOcean Capital Group first reported a position in Broadcom in Q1 2021 and has held it in 13 quarters since.
3,066 funds tracked by Wall St. Rank held Broadcom as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.