Sandy Spring Bank’s Broadcom AVGO Stock Holding History

Sandy Spring Bank’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
2025 Q1	$5.67M	Buy	33,876 +10,581	+45%	+$2.24M	0.24%	91
2024 Q4	$5.4M	Buy	23,295 +4,027	+21%	+$745K	0.22%	97
2024 Q3	$3.32M	Buy	19,268 +10,678	+124%	+$1.71M	0.14%	135
2024 Q2	$1.38M	Buy	8,590 +2,030	+31%	+$284K	0.06%	192
2024 Q1	$870K	Buy	6,560 +190	+3%	+$23.5K	0.04%	236
2023 Q4	$711K	Buy	6,370 +160	+3%	+$15.2K	0.04%	253
2023 Q3	$516K	Buy	6,210 +290	+5%	+$25.1K	0.03%	260
2023 Q2	$514K	Sell	5,920 -20	-0.3%	-$1.43K	0.03%	258
2023 Q1	$381K	Sell	5,940 -130	-2%	-$7.82K	0.02%	273
2022 Q4	$339K	Sell	6,070 -910	-13%	-$45.6K	0.02%	282
2022 Q3	$310K	Buy	6,980 +600	+9%	+$30.7K	0.02%	281
2022 Q2	$310K	Hold	6,380	–	–	0.02%	288
2022 Q1	$402K	Buy	6,380 +250	+4%	+$14.8K	0.02%	269
2021 Q4	$407K	Buy	6,130 +1,000	+19%	+$56.2K	0.02%	274
2021 Q3	$249K	Sell	5,130 -230	-4%	-$11.2K	0.01%	318
2021 Q2	$256K	Buy	5,360 +60	+1%	+$2.78K	0.01%	312
2021 Q1	$247K	Buy	5,300 +180	+4%	+$8.32K	0.01%	303
2020 Q4	$225K	Buy	5,120 +750	+17%	+$29.2K	0.01%	306
2020 Q3	$160K	Buy	4,370 +420	+11%	+$14.1K	0.01%	316
2020 Q2	$125K	Buy	3,950 +330	+9%	+$9.24K	0.01%	335
2020 Q1	$85K	Sell	3,620 -300	-8%	-$8.45K	0.01%	360
2019 Q4	$123K	Sell	3,920 -230	-6%	-$6.98K	0.01%	343
2019 Q3	$114K	Buy	4,150 +960	+30%	+$27.3K	0.01%	354
2019 Q2	$92K	Buy	3,190 +440	+16%	+$12.8K	0.01%	382
2019 Q1	$83K	Sell	2,750 -750	-21%	-$20.3K	0.01%	384
2018 Q4	$89K	Sell	3,500 -1,250	-26%	-$29.5K	0.01%	373
2018 Q3	$117K	Buy	4,750 +1,250	+36%	+$28K	0.01%	356
2018 Q2	$85K	Sell	3,500 -410	-10%	-$10.1K	0.01%	399
2018 Q1	$93K	Hold	3,910	–	–	0.01%	381
2017 Q4	$101K	Buy	3,910 +370	+10%	+$9.62K	0.01%	346
2017 Q3	$86K	Sell	3,540 -750	-17%	-$18.5K	0.01%	361
2017 Q2	$100K	Sell	4,290 -1,040	-20%	-$24.1K	0.01%	357
2017 Q1	$116K	Hold	5,330	–	–	0.01%	337
2016 Q4	$94K	Buy	5,330 +250	+5%	+$4.33K	0.01%	352
2016 Q3	$88K	Hold	5,080	–	–	0.01%	368
2016 Q2	$79K	Hold	5,080	–	–	0.01%	379
2016 Q1	$78K	Buy	5,080 +40	+0.8%	+$541	0.01%	380
2015 Q4	$73K	Hold	5,040	–	–	0.01%	365
2015 Q3	$63K	Hold	5,040	–	–	0.01%	403
2015 Q2	$67K	Hold	5,040	–	–	0.01%	422
2015 Q1	$64K	Sell	5,040 -2,000	-28%	-$22.9K	0.01%	421
2014 Q4	$71K	Hold	7,040	–	–	0.01%	369
2014 Q3	$61K	Buy	+7,040	New	+$55K	0.01%	386
2014 Q2	–	Sell	-7,040	Closed	-$45K	–	789
2014 Q1	$45K	Hold	7,040	–	–	0.01%	386
2013 Q4	$37K	Hold	7,040	–	–	0.01%	401
2013 Q3	$30K	Buy	+7,040	New	+$27K	﹤0.01%	403

Other funds holding AVGO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Sandy Spring Bank's AVGO Position: Q1 2025 in Review

Sandy Spring Bank increased its Broadcom (AVGO) stake by 45% in Q1 2025, buying an estimated $2.24M and bringing the position to 33,876 shares worth $5.67M. The position accounts for 0.24% of the portfolio, ranked #91.

Sandy Spring Bank first reported a position in AVGO in Q3 2013 and has held it in 46 quarters since. 3,816 funds tracked by Wall St. Rank hold AVGO as of Q1 2025.

Sandy Spring Bank held 33,876 shares of Broadcom worth $5.67M as of Q1 2025.
Sandy Spring Bank bought 10,581 Broadcom shares in Q1 2025, an estimated $2.24M.
Broadcom made up 0.24% of Sandy Spring Bank's portfolio in Q1 2025, its #91 holding.
Sandy Spring Bank first reported a position in Broadcom in Q3 2013 and has held it in 46 quarters since.
3,816 funds tracked by Wall St. Rank held Broadcom as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.