Morningstar Investment 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 | $17.7M | Buy |
64,316
+15,918
| +33% | +$4.39M | 1.56% | 15 |
|
|
2025
Q1 | $8.1M | Buy |
48,398
+46,818
| +2,963% | +$7.84M | 0.69% | 21 |
|
|
2024
Q4 | $366K | Sell |
1,580
-1,522
| -49% | -$353K | 0.03% | 146 |
|
|
2024
Q3 | $566K | Sell |
3,102
-668
| -18% | -$122K | 0.06% | 129 |
|
|
2024
Q2 | $605K | Sell |
3,770
-2,890
| -43% | -$464K | 0.06% | 114 |
|
|
2024
Q1 | $883K | Hold |
6,660
| – | – | 0.1% | 93 |
|
|
2023
Q4 | $743K | Sell |
6,660
-1,520
| -19% | -$170K | 0.09% | 105 |
|
|
2023
Q3 | $679K | Sell |
8,180
-2,800
| -26% | -$232K | 0.09% | 81 |
|
|
2023
Q2 | $952K | Hold |
10,980
| – | – | 0.13% | 66 |
|
|
2023
Q1 | $704K | Sell |
10,980
-1,430
| -12% | -$91.7K | 0.1% | 49 |
|
|
2022
Q4 | $694K | Buy |
+12,410
| New | +$694K | 0.12% | 49 |
|