OCM
Osterweis Capital Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.1M | Buy |
214,373
+79,872
| +59% | +$22M | 2.83% | 6 |
|
|
2025
Q1 | $22.5M | Sell |
134,501
-54,725
| -29% | -$9.16M | 1.11% | 34 |
|
|
2024
Q4 | $43.9M | Buy |
189,226
+345
| +0.2% | +$80K | 2.04% | 10 |
|
|
2024
Q3 | $32.6M | Buy |
188,881
+170,109
| +906% | +$29.3M | 1.65% | 19 |
|
|
2024
Q2 | $30.1M | Buy |
18,772
+18,697
| +24,929% | +$30M | 1.56% | 23 |
|
|
2024
Q1 | $99.4K | Sell |
75
-30
| -29% | -$39.8K | 0.01% | 152 |
|
|
2023
Q4 | $117K | Buy |
105
+30
| +40% | +$33.5K | 0.01% | 142 |
|
|
2023
Q3 | $62.3K | Hold |
75
| – | – | ﹤0.01% | 161 |
|
|
2023
Q2 | $65.1K | Hold |
75
| – | – | ﹤0.01% | 164 |
|
|
2023
Q1 | $48.1K | Hold |
75
| – | – | ﹤0.01% | 171 |
|
|
2022
Q4 | $41.9K | Buy |
75
+60
| +400% | +$33.5K | ﹤0.01% | 181 |
|
|
2022
Q3 | $7K | Buy |
+15
| New | +$7K | ﹤0.01% | 208 |
|