OIM
Orca Investment Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.69M | Buy |
20,658
+77
| +0.4% | +$21.2K | 5.14% | 5 |
|
|
2025
Q1 | $3.45M | Sell |
20,581
-467
| -2% | -$78.2K | 3.44% | 7 |
|
|
2024
Q4 | $4.88M | Sell |
21,048
-526
| -2% | -$122K | 4.59% | 5 |
|
|
2024
Q3 | $3.72M | Buy |
21,574
+19,524
| +952% | +$3.37M | 3.36% | 6 |
|
|
2024
Q2 | $3.29M | Sell |
2,050
-34
| -2% | -$54.6K | 3.14% | 8 |
|
|
2024
Q1 | $2.76M | Sell |
2,084
-86
| -4% | -$114K | 2.59% | 12 |
|
|
2023
Q4 | $2.42M | Buy |
2,170
+185
| +9% | +$207K | 2.33% | 15 |
|
|
2023
Q3 | $1.65M | Buy |
1,985
+183
| +10% | +$152K | 1.83% | 19 |
|
|
2023
Q2 | $1.56M | Sell |
1,802
-55
| -3% | -$47.7K | 1.7% | 21 |
|
|
2023
Q1 | $1.19M | Sell |
1,857
-16
| -0.9% | -$10.3K | 1.46% | 23 |
|
|
2022
Q4 | $1.05M | Sell |
1,873
-6
| -0.3% | -$3.36K | 1.33% | 25 |
|
|
2022
Q3 | $834K | Sell |
1,879
-136
| -7% | -$60.4K | 1.09% | 28 |
|
|
2022
Q2 | $979K | Sell |
2,015
-51
| -2% | -$24.8K | 0.91% | 29 |
|
|
2022
Q1 | $1.3M | Sell |
2,066
-55
| -3% | -$34.6K | 1.06% | 26 |
|
|
2021
Q4 | $1.41M | Sell |
2,121
-59
| -3% | -$39.3K | 1.16% | 28 |
|
|
2021
Q3 | $1.06M | Sell |
2,180
-151
| -6% | -$73.2K | 0.93% | 35 |
|
|
2021
Q2 | $1.11M | Buy |
2,331
+236
| +11% | +$113K | 1% | 35 |
|
|
2021
Q1 | $971K | Sell |
2,095
-13
| -0.6% | -$6.03K | 1.01% | 32 |
|
|
2020
Q4 | $923K | Buy |
+2,108
| New | +$923K | 0.97% | 34 |
|
|
2019
Q3 | $705K | Buy |
2,554
+199
| +8% | +$54.9K | 0.83% | 40 |
|
|
2019
Q2 | $678K | Buy |
+2,355
| New | +$678K | 0.76% | 46 |
|