Lee, Danner & Bass’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
$1.2M Sell
2025
Q2
$1.05M Sell
2025
Q1
$667K Hold
2024
Q4
$924K Buy
2024
Q3
$464K Hold
2024
Q2
$432K Buy
2023
Q4
$300K Hold
2023
Q3
$223K Hold
2023
Q2
$233K Buy