Johnson Midwest Financial’s Broadcom AVGO Stock Holding History

Johnson Midwest Financial’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
2023 Q3	$58.5K	Hold	700	–	–	0.13%	78
2023 Q2	$61.1K	Buy	700 +50	+8%	+$3.57K	0.05%	79
2023 Q1	$41.9K	Buy	650 +30	+5%	+$1.8K	0.06%	102
2022 Q4	$35K	Buy	620 +280	+82%	+$14K	0.13%	103
2022 Q3	$15	Buy	340 +10	+3%	+$511	0.06%	158
2022 Q2	$16K	Hold	330	–	–	0.02%	141
2022 Q1	$21K	Hold	330	–	–	0.03%	119
2021 Q4	$22K	Hold	330	–	–	0.02%	125
2021 Q3	$16K	Buy	330 +10	+3%	+$486	0.01%	151
2021 Q2	$15K	Hold	320	–	–	0.01%	145
2021 Q1	$15K	Hold	320	–	–	0.02%	140
2020 Q4	$14K	Buy	+320	New	+$12.5K	0.01%	154

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Johnson Midwest Financial's AVGO Position: Q3 2023 in Review

Johnson Midwest Financial held its Broadcom (AVGO) position steady in Q3 2023 at 700 shares worth $58.5K. The position accounts for 0.13% of the portfolio, ranked #78.

Johnson Midwest Financial first reported a position in AVGO in Q4 2020 and has held it in 12 quarters since. The position peaked at $61.1K in Q2 2023. 2,457 funds tracked by Wall St. Rank hold AVGO as of Q3 2023.

Johnson Midwest Financial held 700 shares of Broadcom worth $58.5K as of Q3 2023.
Johnson Midwest Financial left its Broadcom share count unchanged in Q3 2023.
Broadcom made up 0.13% of Johnson Midwest Financial's portfolio in Q3 2023, its #78 holding.
Johnson Midwest Financial first reported a position in Broadcom in Q4 2020 and has held it in 12 quarters since.
Johnson Midwest Financial's Broadcom position peaked at $61.1K in Q2 2023.
2,457 funds tracked by Wall St. Rank held Broadcom as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.