Lederer & Associates Investment Counsel’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Sell |
12,432
-1,325
| -10% | -$365K | 2.27% | 9 |
|
|
2025
Q1 | $2.3M | Buy |
13,757
+645
| +5% | +$108K | 1.69% | 14 |
|
|
2024
Q4 | $3.04M | Sell |
13,112
-1,576
| -11% | -$365K | 2.12% | 10 |
|
|
2024
Q3 | $2.53M | Sell |
14,688
-562
| -4% | -$97K | 1.78% | 11 |
|
|
2024
Q2 | $2.45M | Sell |
15,250
-1,840
| -11% | -$295K | 1.77% | 11 |
|
|
2024
Q1 | $2.27M | Sell |
17,090
-20
| -0.1% | -$2.65K | 1.57% | 15 |
|
|
2023
Q4 | $1.91M | Sell |
17,110
-3,440
| -17% | -$384K | 1.41% | 22 |
|
|
2023
Q3 | $1.71M | Buy |
20,550
+420
| +2% | +$34.9K | 1.36% | 24 |
|
|
2023
Q2 | $1.75M | Sell |
20,130
-1,200
| -6% | -$104K | 1.32% | 26 |
|
|
2023
Q1 | $1.37M | Hold |
21,330
| – | – | 1.06% | 37 |
|
|
2022
Q4 | $1.19M | Sell |
21,330
-400
| -2% | -$22.4K | 0.98% | 39 |
|
|
2022
Q3 | $965K | Sell |
21,730
-430
| -2% | -$19.1K | 0.82% | 48 |
|
|
2022
Q2 | $1.08M | Sell |
22,160
-3,750
| -14% | -$182K | 0.83% | 49 |
|
|
2022
Q1 | $1.63M | Buy |
+25,910
| New | +$1.63M | 1% | 34 |
|