Zimmermann Investment Management & Planning’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$2.75M Sell
2024
Q2
$2.82M Buy
2024
Q1
$2.24M Buy
2023
Q4
$1.79M Buy
2023
Q3
$1.17M Buy
2023
Q2
$1.2M Buy
2023
Q1
$877K Buy
2022
Q4
$640K Buy
2022
Q3
$443K Buy
2022
Q2
$480K Sell
2022
Q1
$647K Hold
2021
Q4
$684K Buy