Tortoise Investment 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 | $432K | Buy |
1,565
+194
| +14% | +$53.5K | 0.04% | 154 |
|
|
2025
Q1 | $230K | Sell |
1,371
-1,704
| -55% | -$285K | 0.02% | 201 |
|
|
2024
Q4 | $713K | Buy |
3,075
+198
| +7% | +$45.9K | 0.08% | 132 |
|
|
2024
Q3 | $496K | Buy |
2,877
+897
| +45% | +$155K | 0.05% | 147 |
|
|
2024
Q2 | $318K | Buy |
1,980
+300
| +18% | +$48.2K | 0.04% | 173 |
|
|
2024
Q1 | $223K | Buy |
1,680
+140
| +9% | +$18.6K | 0.03% | 199 |
|
|
2023
Q4 | $172K | Buy |
1,540
+1,280
| +492% | +$143K | 0.02% | 223 |
|
|
2023
Q3 | $21.6K | Buy |
260
+40
| +18% | +$3.32K | ﹤0.01% | 454 |
|
|
2023
Q2 | $19.1K | Hold |
220
| – | – | ﹤0.01% | 471 |
|
|
2023
Q1 | $14.1K | Hold |
220
| – | – | ﹤0.01% | 503 |
|
|
2022
Q4 | $12.3K | Buy |
220
+50
| +29% | +$2.8K | ﹤0.01% | 516 |
|
|
2022
Q3 | $8K | Sell |
170
-10
| -6% | -$471 | ﹤0.01% | 554 |
|
|
2022
Q2 | $9K | Buy |
+180
| New | +$9K | ﹤0.01% | 519 |
|
|
2020
Q1 | – | Sell |
-200
| Closed | -$6K | – | 543 |
|
|
2019
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 460 |
|
|
2019
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 457 |
|
|
2019
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 479 |
|
|
2019
Q1 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 461 |
|
|
2018
Q3 | – | Sell |
-70
| Closed | -$2K | – | 547 |
|
|
2018
Q2 | $2K | Hold |
70
| – | – | ﹤0.01% | 512 |
|
|
2018
Q1 | $2K | Hold |
70
| – | – | ﹤0.01% | 493 |
|
|
2017
Q4 | $2K | Hold |
70
| – | – | ﹤0.01% | 503 |
|
|
2017
Q3 | $2K | Hold |
70
| – | – | ﹤0.01% | 445 |
|
|
2017
Q2 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 446 |
|
|
2016
Q1 | – | Sell |
-80
| Closed | -$1K | – | 395 |
|
|
2015
Q4 | $1K | Sell |
80
-430
| -84% | -$5.38K | ﹤0.01% | 389 |
|
|
2015
Q3 | $6K | Hold |
510
| – | – | ﹤0.01% | 323 |
|
|
2015
Q2 | $7K | Hold |
510
| – | – | ﹤0.01% | 332 |
|
|
2015
Q1 | $6K | Hold |
510
| – | – | ﹤0.01% | 324 |
|
|
2014
Q4 | $5K | Buy |
+510
| New | +$5K | ﹤0.01% | 358 |
|