LeJeune Puetz Investment Counsel’s Broadcom AVGO Stock Holding History

LeJeune Puetz Investment Counsel’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 Q1	$176K	Buy	2,740 +30	+1%	+$1.8K	0.06%	165
2022 Q4	$152K	Hold	2,710	–	–	0.06%	169
2022 Q3	$120K	Hold	2,710	–	–	0.05%	181
2022 Q2	$131K	Hold	2,710	–	–	0.05%	174
2022 Q1	$170K	Hold	2,710	–	–	0.06%	167
2021 Q4	$180K	Hold	2,710	–	–	0.06%	164
2021 Q3	$131K	Buy	+2,710	New	+$132K	0.05%	181
2020 Q1	–	Sell	-4,520	Closed	-$143K	–	171
2019 Q4	$143K	Hold	4,520	–	–	0.07%	158
2019 Q3	$125K	Hold	4,520	–	–	0.06%	165
2019 Q2	$130K	Buy	+4,520	New	+$132K	0.07%	158

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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

LeJeune Puetz Investment Counsel's AVGO Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel increased its Broadcom (AVGO) stake by 1.1% in Q1 2023, buying an estimated $1.8K and bringing the position to 2,740 shares worth $176K. The position accounts for 0.06% of the portfolio, ranked #165.

LeJeune Puetz Investment Counsel first reported a position in AVGO in Q2 2019 and has held it in 10 quarters since. The position peaked at $180K in Q4 2021. 2,201 funds tracked by Wall St. Rank hold AVGO as of Q1 2023.

LeJeune Puetz Investment Counsel held 2,740 shares of Broadcom worth $176K as of Q1 2023.
LeJeune Puetz Investment Counsel bought 30 Broadcom shares in Q1 2023, an estimated $1.8K.
Broadcom made up 0.06% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #165 holding.
LeJeune Puetz Investment Counsel first reported a position in Broadcom in Q2 2019 and has held it in 10 quarters since.
LeJeune Puetz Investment Counsel's Broadcom position peaked at $180K in Q4 2021.
2,201 funds tracked by Wall St. Rank held Broadcom as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.