Mengis Capital 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 | $2.28M | Buy |
8,259
+2,370
| +40% | +$653K | 0.48% | 59 |
|
|
2025
Q1 | $986K | Buy |
5,889
+1,585
| +37% | +$265K | 0.21% | 101 |
|
|
2024
Q4 | $998K | Buy |
4,304
+2,150
| +100% | +$498K | 0.2% | 102 |
|
|
2024
Q3 | $372K | Buy |
2,154
+644
| +43% | +$111K | 0.07% | 147 |
|
|
2024
Q2 | $242K | Hold |
1,510
| – | – | 0.05% | 166 |
|
|
2024
Q1 | $200K | Buy |
+1,510
| New | +$200K | 0.03% | 206 |
|