MIM
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Montgomery Investment Management’s Broadcom AVGO Stock Holding History

Montgomery Investment Management’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$381K Buy
1,383
+3
+0.2% +$827 0.15% 73
2025
Q1 		$231K Hold
1,380
– – 0.09% 89
2024
Q4 		$320K Hold
1,380
– – 0.13% 75
2024
Q3 		$238K Hold
1,380
– – 0.09% 84
2024
Q2 		$222K Buy
+1,380
New +$222K 0.09% 84