Mendel Money 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 | $3.73M | Sell |
13,533
-762
| -5% | -$210K | 1.65% | 18 |
|
|
2025
Q1 | $2.39M | Buy |
14,295
+390
| +3% | +$65.3K | 1.13% | 31 |
|
|
2024
Q4 | $3.22M | Sell |
13,905
-705
| -5% | -$163K | 1.44% | 24 |
|
|
2024
Q3 | $2.52M | Sell |
14,610
-250
| -2% | -$43.1K | 1.09% | 29 |
|
|
2024
Q2 | $2.39M | Sell |
14,860
-280
| -2% | -$45K | 1.12% | 30 |
|
|
2024
Q1 | $2.01M | Sell |
15,140
-2,210
| -13% | -$293K | 0.93% | 36 |
|
|
2023
Q4 | $1.94M | Sell |
17,350
-1,060
| -6% | -$118K | 0.93% | 35 |
|
|
2023
Q3 | $1.53M | Buy |
18,410
+560
| +3% | +$46.5K | 0.82% | 37 |
|
|
2023
Q2 | $1.55M | Sell |
17,850
-2,840
| -14% | -$246K | 0.8% | 40 |
|
|
2023
Q1 | $1.33M | Buy |
20,690
+100
| +0.5% | +$6.42K | 0.72% | 38 |
|
|
2022
Q4 | $1.15M | Buy |
20,590
+510
| +3% | +$28.5K | 0.66% | 40 |
|
|
2022
Q3 | $892K | Buy |
20,080
+1,370
| +7% | +$60.9K | 0.56% | 41 |
|
|
2022
Q2 | $909K | Sell |
18,710
-1,000
| -5% | -$48.6K | 0.54% | 43 |
|
|
2022
Q1 | $1.24M | Buy |
19,710
+14,960
| +315% | +$942K | 0.61% | 36 |
|
|
2021
Q4 | $316K | Sell |
4,750
-1,950
| -29% | -$130K | 0.18% | 62 |
|
|
2021
Q3 | $325K | Sell |
6,700
-100
| -1% | -$4.85K | 0.2% | 60 |
|
|
2021
Q2 | $324K | Buy |
6,800
+350
| +5% | +$16.7K | 0.2% | 57 |
|
|
2021
Q1 | $299K | Buy |
6,450
+50
| +0.8% | +$2.32K | 0.2% | 56 |
|
|
2020
Q4 | $280K | Buy |
+6,400
| New | +$280K | 0.2% | 54 |
|