SIM
Studio Investment Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.74M | Sell |
17,203
-1,763
| -9% | -$486K | 0.95% | 27 |
|
|
2025
Q1 | $3.18M | Sell |
18,966
-2,996
| -14% | -$502K | 0.66% | 38 |
|
|
2024
Q4 | $5.09M | Sell |
21,962
-1,655
| -7% | -$384K | 1.08% | 24 |
|
|
2024
Q3 | $4.07M | Buy |
23,617
+21,142
| +854% | +$3.65M | 0.86% | 37 |
|
|
2024
Q2 | $3.97M | Hold |
2,475
| – | – | 0.9% | 35 |
|
|
2024
Q1 | $3.28M | Sell |
2,475
-52
| -2% | -$68.9K | 0.78% | 42 |
|
|
2023
Q4 | $2.82M | Buy |
2,527
+512
| +25% | +$572K | 0.72% | 43 |
|
|
2023
Q3 | $1.67M | Buy |
2,015
+1,235
| +158% | +$1.03M | 0.47% | 57 |
|
|
2023
Q2 | $677K | Buy |
+780
| New | +$677K | 0.19% | 65 |
|