Zimmermann Investment Management & Planning’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,964
| Closed | -$2.75M | – | 14 |
|
|
2024
Q3 | $2.75M | Sell |
15,964
-1,586
| -9% | -$274K | 0.84% | 32 |
|
|
2024
Q2 | $2.82M | Buy |
17,550
+680
| +4% | +$109K | 0.94% | 31 |
|
|
2024
Q1 | $2.24M | Buy |
16,870
+860
| +5% | +$114K | 0.81% | 37 |
|
|
2023
Q4 | $1.79M | Buy |
16,010
+1,940
| +14% | +$217K | 0.73% | 37 |
|
|
2023
Q3 | $1.17M | Buy |
14,070
+180
| +1% | +$15K | 0.56% | 47 |
|
|
2023
Q2 | $1.2M | Buy |
13,890
+220
| +2% | +$19.1K | 0.56% | 42 |
|
|
2023
Q1 | $877K | Buy |
13,670
+2,230
| +19% | +$143K | 0.46% | 49 |
|
|
2022
Q4 | $640K | Buy |
11,440
+1,460
| +15% | +$81.6K | 0.37% | 48 |
|
|
2022
Q3 | $443K | Buy |
9,980
+90
| +0.9% | +$4K | 0.28% | 55 |
|
|
2022
Q2 | $480K | Sell |
9,890
-390
| -4% | -$18.9K | 0.33% | 62 |
|
|
2022
Q1 | $647K | Hold |
10,280
| – | – | 0.38% | 52 |
|
|
2021
Q4 | $684K | Buy |
+10,280
| New | +$684K | 0.38% | 48 |
|