Poehling Capital 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 | $304K | Buy |
+1,104
| New | +$304K | 0.07% | 115 |
|
2025
Q1 | – | Sell |
-1,000
| Closed | -$232K | – | 134 |
|
2024
Q4 | $232K | Buy |
+1,000
| New | +$232K | 0.06% | 126 |
|
2023
Q2 | – | Sell |
-4,500
| Closed | -$289K | – | 123 |
|
2023
Q1 | $289K | Hold |
4,500
| – | – | 0.1% | 101 |
|
2022
Q4 | $252K | Buy |
+4,500
| New | +$252K | 0.09% | 104 |
|
2022
Q3 | – | Sell |
-4,500
| Closed | -$219K | – | 113 |
|
2022
Q2 | $219K | Hold |
4,500
| – | – | 0.08% | 109 |
|
2022
Q1 | $283K | Hold |
4,500
| – | – | 0.09% | 126 |
|
2021
Q4 | $299K | Hold |
4,500
| – | – | 0.1% | 112 |
|
2021
Q3 | $218K | Hold |
4,500
| – | – | 0.07% | 127 |
|
2021
Q2 | $215K | Hold |
4,500
| – | – | 0.07% | 140 |
|
2021
Q1 | $209K | Buy |
+4,500
| New | +$209K | 0.07% | 142 |
|