Zuckerman Investment Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Buy |
1,884
+192
| +11% | +$52.9K | 0.05% | 108 |
|
|
2025
Q1 | $283K | Buy |
1,692
+147
| +10% | +$24.6K | 0.03% | 133 |
|
|
2024
Q4 | $336K | Sell |
1,545
-55
| -3% | -$12K | 0.03% | 120 |
|
|
2024
Q3 | $276K | Buy |
1,600
+70
| +5% | +$12.1K | 0.03% | 124 |
|
|
2024
Q2 | $246K | Hold |
1,530
| – | – | 0.03% | 128 |
|
|
2024
Q1 | $203K | Buy |
+1,530
| New | +$203K | 0.02% | 135 |
|