JIR
James Investment Research’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Sell |
43,565
-1,748
| -4% | -$482K | 1.43% | 14 |
|
|
2025
Q1 | $7.59M | Sell |
45,313
-8,303
| -15% | -$1.39M | 0.96% | 29 |
|
|
2024
Q4 | $12.4M | Sell |
53,616
-972
| -2% | -$225K | 1.48% | 11 |
|
|
2024
Q3 | $9.42M | Buy |
54,588
+48,631
| +816% | +$8.39M | 1.09% | 24 |
|
|
2024
Q2 | $9.56M | Buy |
5,957
+3
| +0.1% | +$4.82K | 1.14% | 23 |
|
|
2024
Q1 | $7.89M | Sell |
5,954
-173
| -3% | -$229K | 0.94% | 30 |
|
|
2023
Q4 | $6.84M | Buy |
6,127
+64
| +1% | +$71.4K | 0.86% | 36 |
|
|
2023
Q3 | $5.04M | Buy |
6,063
+494
| +9% | +$410K | 0.66% | 49 |
|
|
2023
Q2 | $4.83M | Buy |
5,569
+939
| +20% | +$815K | 0.62% | 52 |
|
|
2023
Q1 | $2.97M | Buy |
+4,630
| New | +$2.97M | 0.39% | 81 |
|
|
2020
Q4 | – | Sell |
-165
| Closed | -$60K | – | 507 |
|
|
2020
Q3 | $60K | Sell |
165
-935
| -85% | -$340K | 0.01% | 318 |
|
|
2020
Q2 | $347K | Sell |
1,100
-550
| -33% | -$174K | 0.03% | 219 |
|
|
2020
Q1 | $391K | Sell |
1,650
-160
| -9% | -$37.9K | 0.04% | 196 |
|
|
2019
Q4 | $572K | Sell |
1,810
-180
| -9% | -$56.9K | 0.04% | 225 |
|
|
2019
Q3 | $549K | Sell |
1,990
-4,295
| -68% | -$1.18M | 0.04% | 226 |
|
|
2019
Q2 | $1.81M | Sell |
6,285
-17,481
| -74% | -$5.03M | 0.13% | 131 |
|
|
2019
Q1 | $7.15M | Buy |
23,766
+14,520
| +157% | +$4.37M | 0.47% | 60 |
|
|
2018
Q4 | $2.35M | Sell |
9,246
-1,269
| -12% | -$323K | 0.15% | 131 |
|
|
2018
Q3 | $2.59M | Sell |
10,515
-4,690
| -31% | -$1.16M | 0.11% | 184 |
|
|
2018
Q2 | $3.69M | Sell |
15,205
-16,690
| -52% | -$4.05M | 0.14% | 144 |
|
|
2018
Q1 | $7.52M | Sell |
31,895
-20,344
| -39% | -$4.79M | 0.28% | 84 |
|
|
2017
Q4 | $13.4M | Sell |
52,239
-35,989
| -41% | -$9.25M | 0.46% | 48 |
|
|
2017
Q3 | $21.4M | Sell |
88,228
-1,094
| -1% | -$265K | 0.72% | 37 |
|
|
2017
Q2 | $20.8M | Buy |
89,322
+3,717
| +4% | +$866K | 0.65% | 47 |
|
|
2017
Q1 | $18.7M | Buy |
85,605
+4,469
| +6% | +$979K | 0.53% | 61 |
|
|
2016
Q4 | $14.3M | Buy |
+81,136
| New | +$14.3M | 0.37% | 95 |
|