New Vernon 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 | $3.03M | Hold |
11,000
| – | – | 3.53% | 12 |
|
|
2025
Q1 | $1.84M | Sell |
11,000
-77,047
| -88% | -$12.9M | 2.46% | 16 |
|
|
2024
Q4 | $2.64M | Buy |
88,047
+77,047
| +700% | +$2.31M | 3.48% | 10 |
|
|
2024
Q3 | $1.9M | Hold |
11,000
| – | – | 2.04% | 17 |
|
|
2024
Q2 | $1.77M | Hold |
11,000
| – | – | 2.29% | 17 |
|
|
2024
Q1 | $1.46M | Hold |
11,000
| – | – | 1.24% | 18 |
|
|
2023
Q4 | $1.23M | Hold |
11,000
| – | – | 1.41% | 19 |
|
|
2023
Q3 | $914K | Hold |
11,000
| – | – | 1.4% | 18 |
|
|
2023
Q2 | $954K | Hold |
11,000
| – | – | 1.55% | 16 |
|
|
2023
Q1 | $706K | Hold |
11,000
| – | – | 1.45% | 18 |
|
|
2022
Q4 | $615K | Hold |
11,000
| – | – | 0.94% | 24 |
|
|
2022
Q3 | $488K | Hold |
11,000
| – | – | 1% | 24 |
|
|
2022
Q2 | $534K | Hold |
11,000
| – | – | 0.92% | 27 |
|
|
2022
Q1 | $693K | Hold |
11,000
| – | – | 0.97% | 27 |
|
|
2021
Q4 | $732K | Hold |
11,000
| – | – | 1.17% | 24 |
|
|
2021
Q3 | $533K | Hold |
11,000
| – | – | 0.9% | 27 |
|
|
2021
Q2 | $525K | Hold |
11,000
| – | – | 0.88% | 28 |
|
|
2021
Q1 | $510K | Hold |
11,000
| – | – | 0.84% | 33 |
|
|
2020
Q4 | $482K | Hold |
11,000
| – | – | 0.92% | 33 |
|
|
2020
Q3 | $401K | Hold |
11,000
| – | – | 0.9% | 35 |
|
|
2020
Q2 | $347K | Buy |
+11,000
| New | +$347K | 0.87% | 36 |
|