Lewis Asset Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.74M | Buy |
13,568
+3,285
| +32% | +$906K | 1.76% | 11 |
|
|
2025
Q1 | $1.72M | Sell |
10,283
-217
| -2% | -$36.3K | 1.42% | 15 |
|
|
2024
Q4 | $2.43M | Buy |
10,500
+107
| +1% | +$24.8K | 1.86% | 11 |
|
|
2024
Q3 | $1.79M | Sell |
10,393
-527
| -5% | -$90.9K | 1.31% | 17 |
|
|
2024
Q2 | $1.75M | Buy |
10,920
+1,500
| +16% | +$241K | 1.34% | 16 |
|
|
2024
Q1 | $1.25M | Sell |
9,420
-590
| -6% | -$78.2K | 1.03% | 20 |
|
|
2023
Q4 | $1.12M | Buy |
+10,010
| New | +$1.12M | 1.03% | 21 |
|