Ownership history in Asset Dedication, LLC · 36 quarters on record
This page tracks every 13F SEC filing in which Asset Dedication, LLC reported a position in Broadcom Ltd (AVGO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 35,508 | -429 | -1.2% | 0.81% | $12.3M | $346.10 |
| 2025 Q3 | REDUCED | 35,937 | -1,163 | -3.1% | 0.80% | $11.9M | $329.28 |
| 2025 Q2 | ADDED | 37,100 | +42 | +0.1% | 0.74% | $10.2M | $274.65 |
| 2025 Q1 | REDUCED | 37,058 | -1,449 | -3.8% | 0.50% | $6.2M | $166.43 |
| 2024 Q4 | REDUCED | 38,507 | -14,542 | -27.4% | 0.70% | $8.9M | $229.76 |
| 2024 Q3 | ADDED | 53,049 | +46,904 | +763.3% | 0.62% | $9.2M | $170.50 |
| 2024 Q2 | REDUCED | 6,145 | -308 | -4.8% | 0.68% | $9.9M | $158.17 |
| 2024 Q1 | REDUCED | 6,453 | -171 | -2.6% | 0.64% | $8.6M | $130.16 |
| 2023 Q4 | ADDED | 6,624 | +13 | +0.2% | 0.60% | $7.3M | $109.16 |
| 2023 Q3 | REDUCED | 6,611 | -77 | -1.2% | 0.46% | $5.5M | $80.85 |
As of 2025 Q4 — sorted by position size