PFS Investments’s Broadcom AVGO Stock Holding History

PFS Investments’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$69.9M	Sell	805,310 -303,750	-27%	-$21.7M	1.14%	17
2023 Q1	$69.1M	Buy	1,109,060 +157,010	+16%	+$9.45M	1.2%	15
2022 Q4	$53.2M	Sell	952,050 -14,630	-2%	-$734K	0.99%	16
2022 Q3	$42.9K	Buy	966,680 +87,070	+10%	+$4.45M	0.78%	17
2022 Q2	$42.7M	Buy	879,610 +118,190	+16%	+$6.63M	0.86%	16
2022 Q1	$47.9M	Buy	761,420 +45,020	+6%	+$2.67M	0.91%	25
2021 Q4	$47.7M	Sell	716,400 -71,310	-9%	-$4.01M	0.92%	24
2021 Q3	$44M	Buy	787,710 +40,330	+5%	+$1.96M	0.91%	24
2021 Q2	$35.9M	Buy	747,380 +78,620	+12%	+$3.64M	0.82%	29
2021 Q1	$31M	Buy	668,760 +88,460	+15%	+$4.09M	0.79%	36
2020 Q4	$25.9M	Buy	580,300 +72,730	+14%	+$2.84M	0.73%	40
2020 Q3	$18.5M	Sell	507,570 -23,740	-4%	-$795K	0.61%	41
2020 Q2	$16.8M	Buy	531,310 +118,490	+29%	+$3.32M	0.62%	38
2020 Q1	$9.79M	Buy	412,820 +139,300	+51%	+$3.92M	0.42%	44
2019 Q4	$8.64M	Buy	273,520 +49,350	+22%	+$1.5M	0.33%	63
2019 Q3	$6.19M	Buy	224,170 +147,230	+191%	+$4.19M	0.27%	69
2019 Q2	$2.17M	Buy	76,940 +52,010	+209%	+$1.52M	0.1%	93
2019 Q1	$750K	Buy	+24,930	New	+$676K	0.04%	115

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return