MSAM
Moloney Securities Asset Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
8,616
+1,567
| +22% | +$432K | 0.29% | 73 |
|
|
2025
Q1 | $1.18M | Sell |
7,049
-884
| -11% | -$148K | 0.16% | 158 |
|
|
2024
Q4 | $1.84M | Sell |
7,933
-2,344
| -23% | -$543K | 0.25% | 104 |
|
|
2024
Q3 | $1.77M | Buy |
10,277
+9,265
| +916% | +$1.6M | 0.24% | 103 |
|
|
2024
Q2 | $1.63M | Buy |
1,012
+72
| +8% | +$116K | 0.23% | 100 |
|
|
2024
Q1 | $1.25M | Buy |
940
+19
| +2% | +$25.2K | 0.19% | 136 |
|
|
2023
Q4 | $1.03M | Buy |
921
+40
| +5% | +$44.7K | 0.16% | 149 |
|
|
2023
Q3 | $732K | Sell |
881
-49
| -5% | -$40.7K | 0.13% | 188 |
|
|
2023
Q2 | $807K | Buy |
930
+363
| +64% | +$315K | 0.14% | 169 |
|
|
2023
Q1 | $364K | Buy |
567
+141
| +33% | +$90.5K | 0.07% | 281 |
|
|
2022
Q4 | $238K | Buy |
+426
| New | +$238K | 0.05% | 330 |
|
|
2022
Q2 | – | Sell |
-373
| Closed | -$235K | – | 377 |
|
|
2022
Q1 | $235K | Sell |
373
-44
| -11% | -$27.7K | 0.05% | 355 |
|
|
2021
Q4 | $277K | Buy |
+417
| New | +$277K | 0.05% | 339 |
|