MLL
Moody Lynn & Lieberson’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113M | Sell |
411,681
-3,453
| -0.8% | -$952K | 6.55% | 1 |
|
|
2025
Q1 | $69.5M | Sell |
415,134
-93,767
| -18% | -$15.7M | 4.46% | 3 |
|
|
2024
Q4 | $118M | Sell |
508,901
-13,093
| -3% | -$3.04M | 7.23% | 1 |
|
|
2024
Q3 | $90M | Buy |
521,994
+463,914
| +799% | +$80M | 5.55% | 1 |
|
|
2024
Q2 | $93.2M | Sell |
58,080
-163
| -0.3% | -$262K | 6.1% | 2 |
|
|
2024
Q1 | $77.2M | Sell |
58,243
-156
| -0.3% | -$207K | 5.19% | 2 |
|
|
2023
Q4 | $65.2M | Buy |
58,399
+3,690
| +7% | +$4.12M | 4.96% | 2 |
|
|
2023
Q3 | $45.4M | Sell |
54,709
-3,510
| -6% | -$2.92M | 3.89% | 5 |
|
|
2023
Q2 | $50.5M | Buy |
58,219
+3,884
| +7% | +$3.37M | 4.08% | 3 |
|
|
2023
Q1 | $34.9M | Buy |
54,335
+157
| +0.3% | +$101K | 3.13% | 4 |
|
|
2022
Q4 | $30.3M | Sell |
54,178
-324
| -0.6% | -$181K | 2.77% | 6 |
|
|
2022
Q3 | $24.2M | Sell |
54,502
-6,447
| -11% | -$2.86M | 2.34% | 9 |
|
|
2022
Q2 | $29.6M | Buy |
60,949
+1,152
| +2% | +$560K | 2.67% | 7 |
|
|
2022
Q1 | $37.7M | Buy |
59,797
+7,050
| +13% | +$4.44M | 2.76% | 7 |
|
|
2021
Q4 | $35.1M | Buy |
52,747
+413
| +0.8% | +$275K | 2.35% | 10 |
|
|
2021
Q3 | $25.4M | Sell |
52,334
-626
| -1% | -$304K | 1.9% | 17 |
|
|
2021
Q2 | $25.3M | Buy |
52,960
+574
| +1% | +$274K | 1.9% | 16 |
|
|
2021
Q1 | $24.3M | Buy |
52,386
+293
| +0.6% | +$136K | 2.02% | 13 |
|
|
2020
Q4 | $22.8M | Buy |
52,093
+317
| +0.6% | +$139K | 1.96% | 13 |
|
|
2020
Q3 | $18.9M | Buy |
51,776
+189
| +0.4% | +$68.9K | 1.87% | 16 |
|
|
2020
Q2 | $16.3M | Buy |
51,587
+595
| +1% | +$188K | 1.77% | 17 |
|
|
2020
Q1 | $12.1K | Sell |
50,992
-32,690
| -39% | -$7.75K | 1.66% | 22 |
|
|
2019
Q4 | $26.4M | Buy |
83,682
+3,774
| +5% | +$1.19M | 2.55% | 7 |
|
|
2019
Q3 | $22.1M | Buy |
79,908
+22,521
| +39% | +$6.22M | 2.46% | 7 |
|
|
2019
Q2 | $16.5M | Sell |
57,387
-7,754
| -12% | -$2.23M | 1.82% | 16 |
|
|
2019
Q1 | $19.6M | Buy |
65,141
+548
| +0.8% | +$165K | 2.24% | 10 |
|
|
2018
Q4 | $16.4M | Buy |
64,593
+17,878
| +38% | +$4.55M | 2.21% | 10 |
|
|
2018
Q3 | $11.5M | Buy |
46,715
+38,491
| +468% | +$9.5M | 1.22% | 31 |
|
|
2018
Q2 | $2M | Sell |
8,224
-98
| -1% | -$23.8K | 0.24% | 77 |
|
|
2018
Q1 | $1.96M | Sell |
8,322
-3,683
| -31% | -$868K | 0.24% | 75 |
|
|
2017
Q4 | $2.89M | Sell |
12,005
-7,520
| -39% | -$1.81M | 0.31% | 64 |
|
|
2017
Q3 | $4.74M | Buy |
19,525
+234
| +1% | +$56.8K | 0.58% | 54 |
|
|
2017
Q2 | $4.5M | Buy |
19,291
+5,156
| +36% | +$1.2M | 0.59% | 55 |
|
|
2017
Q1 | $3.1M | Sell |
14,135
-291
| -2% | -$63.7K | 0.43% | 61 |
|
|
2016
Q4 | $2.55M | Sell |
14,426
-31,494
| -69% | -$5.57M | 0.37% | 63 |
|
|
2016
Q3 | $7.92M | Buy |
45,920
+39,792
| +649% | +$6.86M | 1.32% | 27 |
|
|
2016
Q2 | $952K | Sell |
6,128
-8,685
| -59% | -$1.35M | 0.17% | 73 |
|
|
2016
Q1 | $2.29M | Buy |
14,813
+8,841
| +148% | +$1.37M | 0.36% | 70 |
|
|
2015
Q4 | $867K | Buy |
5,972
+72
| +1% | +$10.5K | 0.14% | 97 |
|
|
2015
Q3 | $738K | Buy |
5,900
+362
| +7% | +$45.3K | 0.14% | 86 |
|
|
2015
Q2 | $736K | Buy |
5,538
+114
| +2% | +$15.2K | 0.12% | 105 |
|
|
2015
Q1 | $689K | Sell |
5,424
-630
| -10% | -$80K | 0.11% | 104 |
|
|
2014
Q4 | $609K | Buy |
6,054
+51
| +0.8% | +$5.13K | 0.09% | 121 |
|
|
2014
Q3 | $522K | Hold |
6,003
| – | – | 0.08% | 118 |
|
|
2014
Q2 | $433K | Sell |
6,003
-164
| -3% | -$11.8K | 0.06% | 127 |
|
|
2014
Q1 | $397K | Buy |
6,167
+2,120
| +52% | +$136K | 0.06% | 134 |
|
|
2013
Q4 | $214K | Buy |
+4,047
| New | +$214K | 0.03% | 186 |
|