Pettee Investors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $830K | Hold |
3,010
| – | – | 0.5% | 62 |
|
|
2025
Q1 | $504K | Hold |
3,010
| – | – | 0.3% | 74 |
|
|
2024
Q4 | $698K | Buy |
3,010
+300
| +11% | +$69.6K | 0.35% | 77 |
|
|
2024
Q3 | $467K | Sell |
2,710
-11,490
| -81% | -$1.98M | 0.23% | 87 |
|
|
2024
Q2 | $2.28M | Sell |
14,200
-2,170
| -13% | -$348K | 1.1% | 32 |
|
|
2024
Q1 | $2.17M | Hold |
16,370
| – | – | 0.92% | 39 |
|
|
2023
Q4 | $1.83M | Buy |
+16,370
| New | +$1.83M | 0.81% | 43 |
|