John G. Ullman & Associates’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18M | Sell |
58,205
-4,240
| -7% | -$1.4M | 2.39% | 7 |
|
|
2025
Q4 | $21.6M | Sell |
62,445
-19,476
| -24% | -$6.96M | 2.88% | 6 |
|
|
2025
Q3 | $27M | Sell |
81,921
-5,594
| -6% | -$1.72M | 3.64% | 4 |
|
|
2025
Q2 | $24.1M | Sell |
87,515
-475
| -0.5% | -$103K | 3.58% | 5 |
|
|
2025
Q1 | $14.7M | Sell |
87,990
-2,007
| -2% | -$425K | 2.27% | 9 |
|
|
2024
Q4 | $20.9M | Sell |
89,997
-15,943
| -15% | -$2.95M | 3.07% | 6 |
|
|
2024
Q3 | $18.3M | Sell |
105,940
-3,200
| -3% | -$513K | 2.63% | 7 |
|
|
2024
Q2 | $17.5M | Sell |
109,140
-2,300
| -2% | -$322K | 2.67% | 7 |
|
|
2024
Q1 | $14.8M | Sell |
111,440
-5,710
| -5% | -$707K | 2.27% | 10 |
|
|
2023
Q4 | $13.1M | Buy |
117,150
+48,620
| +71% | +$4.6M | 2.07% | 13 |
|
|
2023
Q3 | $5.69M | Sell |
68,530
-1,680
| -2% | -$146K | 0.93% | 32 |
|
|
2023
Q2 | $6.09M | Sell |
70,210
-36,280
| -34% | -$2.59M | 0.94% | 34 |
|
|
2023
Q1 | $6.83M | Sell |
106,490
-850
| -0.8% | -$51.1K | 1.06% | 30 |
|
|
2022
Q4 | $6M | Sell |
107,340
-350
| -0.3% | -$17.5K | 0.96% | 31 |
|
|
2022
Q3 | $4.78M | Sell |
107,690
-120
| -0.1% | -$6.13K | 0.84% | 36 |
|
|
2022
Q2 | $5.24M | Sell |
107,810
-1,000
| -0.9% | -$56.1K | 0.84% | 35 |
|
|
2022
Q1 | $6.85M | Sell |
108,810
-570
| -0.5% | -$33.9K | 0.95% | 34 |
|
|
2021
Q4 | $7.28M | Sell |
109,380
-750
| -0.7% | -$42.2K | 1% | 34 |
|
|
2021
Q3 | $5.34M | Sell |
110,130
-1,520
| -1% | -$73.9K | 0.73% | 40 |
|
|
2021
Q2 | $5.32M | Sell |
111,650
-3,500
| -3% | -$162K | 0.69% | 42 |
|
|
2021
Q1 | $5.34M | Sell |
115,150
-1,350
| -1% | -$62.4K | 0.72% | 43 |
|
|
2020
Q4 | $5.1M | Sell |
116,500
-1,000
| -0.9% | -$39K | 0.79% | 44 |
|
|
2020
Q3 | $4.28M | Buy |
117,500
+8,000
| +7% | +$268K | 0.89% | 38 |
|
|
2020
Q2 | $3.46M | Sell |
109,500
-4,500
| -4% | -$126K | 0.84% | 36 |
|
|
2020
Q1 | $2.7M | Buy |
+114,000
| New | +$3.21M | 0.72% | 39 |
|
|
2015
Q1 | – | Sell |
-56,000
| Closed | -$563K | – | 142 |
|
|
2014
Q4 | $563K | Buy |
+56,000
| New | +$500K | 0.11% | 113 |
|
Other funds holding AVGO
VCM
VPM
