MAM
Morse Asset Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18M | Sell |
65,188
-1,505
| -2% | -$415K | 3.94% | 5 |
|
|
2025
Q1 | $11.2M | Buy |
66,693
+346
| +0.5% | +$57.9K | 2.82% | 6 |
|
|
2024
Q4 | $15.4M | Buy |
66,347
+488
| +0.7% | +$113K | 3.51% | 6 |
|
|
2024
Q3 | $11.4M | Buy |
65,859
+59,254
| +897% | +$10.2M | 2.45% | 7 |
|
|
2024
Q2 | $10.6M | Sell |
6,605
-123
| -2% | -$197K | 2.57% | 6 |
|
|
2024
Q1 | $8.92M | Sell |
6,728
-39
| -0.6% | -$51.7K | 2.28% | 9 |
|
|
2023
Q4 | $7.55M | Buy |
6,767
+494
| +8% | +$551K | 2.22% | 11 |
|
|
2023
Q3 | $5.21M | Buy |
6,273
+1,935
| +45% | +$1.61M | 1.65% | 16 |
|
|
2023
Q2 | $3.76M | Buy |
4,338
+49
| +1% | +$42.5K | 1.14% | 29 |
|
|
2023
Q1 | $2.75M | Buy |
4,289
+4
| +0.1% | +$2.57K | 0.93% | 37 |
|
|
2022
Q4 | $2.4M | Buy |
4,285
+2
| +0% | +$1.12K | 0.87% | 39 |
|
|
2022
Q3 | $1.9M | Sell |
4,283
-50
| -1% | -$22.2K | 0.72% | 44 |
|
|
2022
Q2 | $2.11M | Buy |
4,333
+398
| +10% | +$193K | 0.68% | 51 |
|
|
2022
Q1 | $2.48M | Sell |
3,935
-3,723
| -49% | -$2.34M | 0.62% | 48 |
|
|
2021
Q4 | $5.1M | Buy |
7,658
+1,190
| +18% | +$792K | 1.14% | 25 |
|
|
2021
Q3 | $3.14M | Buy |
6,468
+855
| +15% | +$415K | 0.75% | 35 |
|
|
2021
Q2 | $2.68M | Buy |
5,613
+670
| +14% | +$320K | 0.65% | 42 |
|
|
2021
Q1 | $2.29M | Buy |
4,943
+1,445
| +41% | +$670K | 0.59% | 46 |
|
|
2020
Q4 | $1.53M | Buy |
3,498
+2,040
| +140% | +$893K | 0.42% | 58 |
|
|
2020
Q3 | $531K | Buy |
1,458
+458
| +46% | +$167K | 0.17% | 87 |
|
|
2020
Q2 | $316K | Buy |
+1,000
| New | +$316K | 0.11% | 98 |
|
|
2020
Q1 | – | Sell |
-2,000
| Closed | -$632K | – | 103 |
|
|
2019
Q4 | $632K | Hold |
2,000
| – | – | 0.22% | 89 |
|
|
2019
Q3 | $552K | Hold |
2,000
| – | – | 0.21% | 84 |
|
|
2019
Q2 | $576K | Buy |
+2,000
| New | +$576K | 0.17% | 96 |
|