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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $27M | Sell |
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|
2025
Q2 | $24.1M | Sell |
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|
2025
Q1 | $14.7M | Sell |
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|
2024
Q4 | $20.9M | Sell |
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|
2024
Q3 | $18.3M | Sell |
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|
2024
Q2 | $17.5M | Sell |
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|
2024
Q1 | $14.8M | Sell |
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|
2023
Q4 | $13.1M | Buy |
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|
2023
Q3 | $5.69M | Sell |
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|
2023
Q2 | $6.09M | Sell |
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|
2023
Q1 | $6.83M | Sell |
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|
2022
Q4 | $6M | Sell |
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|
2022
Q3 | $4.78M | Sell |
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|
2022
Q2 | $5.24M | Sell |
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|
2022
Q1 | $6.85M | Sell |
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|
2021
Q4 | $7.28M | Sell |
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|
2021
Q3 | $5.34M | Sell |
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|
2021
Q2 | $5.32M | Sell |
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|
2021
Q1 | $5.34M | Sell |
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|
2020
Q4 | $5.1M | Sell |
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|
2020
Q3 | $4.28M | Buy |
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|
2020
Q2 | $3.46M | Sell |
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|
2020
Q1 | $2.7M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $563K | Buy |
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