MAM
Montchanin Asset Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.7M | Sell |
7,325
-1,275
| -15% | -$296K | 1.65% | 16 |
|
|
2024
Q3 | $1.48M | Buy |
8,600
+7,740
| +900% | +$1.34M | 1.37% | 18 |
|
|
2024
Q2 | $1.38M | Hold |
860
| – | – | 1.3% | 21 |
|
|
2024
Q1 | $1.14M | Buy |
+860
| New | +$1.14M | 1.12% | 22 |
|
|
2023
Q2 | $1.11M | Sell |
1,280
-160
| -11% | -$139K | 1.27% | 19 |
|
|
2023
Q1 | $924K | Hold |
1,440
| – | – | 1.17% | 20 |
|
|
2022
Q4 | $805K | Hold |
1,440
| – | – | 1.1% | 23 |
|
|
2022
Q3 | $639K | Buy |
1,440
+160
| +13% | +$71K | 0.9% | 25 |
|
|
2022
Q2 | $622K | Buy |
+1,280
| New | +$622K | 0.86% | 27 |
|