SIA
Schear Investment Advisers’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Sell |
44,160
-926
| -2% | -$255K | 6.03% | 2 |
|
|
2025
Q1 | $7.55M | Buy |
45,086
+4,472
| +11% | +$749K | 4.35% | 3 |
|
|
2024
Q4 | $9.42M | Buy |
40,614
+2,295
| +6% | +$532K | 5.01% | 4 |
|
|
2024
Q3 | $6.61M | Buy |
38,319
+34,925
| +1,029% | +$6.02M | 4.09% | 4 |
|
|
2024
Q2 | $5.45M | Buy |
3,394
+262
| +8% | +$421K | 3.93% | 6 |
|
|
2024
Q1 | $4.15M | Buy |
3,132
+24
| +0.8% | +$31.8K | 3.33% | 6 |
|
|
2023
Q4 | $3.47M | Buy |
3,108
+26
| +0.8% | +$29K | 3.35% | 7 |
|
|
2023
Q3 | $2.56M | Sell |
3,082
-41
| -1% | -$34.1K | 2.76% | 9 |
|
|
2023
Q2 | $2.71M | Buy |
3,123
+220
| +8% | +$191K | 2.86% | 7 |
|
|
2023
Q1 | $1.86M | Buy |
2,903
+62
| +2% | +$39.8K | 2.23% | 11 |
|
|
2022
Q4 | $1.59M | Buy |
+2,841
| New | +$1.59M | 1.96% | 13 |
|