AVGO BROADCOM LTD SHS

Ownership history in Clean Yield Group  ·  39 quarters on record

This page tracks every 13F SEC filing in which Clean Yield Group reported a position in BROADCOM LTD SHS (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.

Peak position
4.06% (2025 Q4)
Avg. % of fund
0.57%
First filed
2016 Q1
Last filed
2025 Q4
Quarters held
39
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 42,210 +10 +0.0% 4.06% $14.6M $346.10
2025 Q3 REDUCED 42,200 -1,518 -3.5% 3.94% $13.9M $329.28
2025 Q2 REDUCED 43,718 -548 -1.2% 3.60% $12.1M $274.65
2025 Q1 ADDED 44,266 +588 +1.3% 2.41% $7.4M $166.43
2024 Q4 ADDED 43,678 +1,072 +2.5% 3.22% $10.1M $229.76
2024 Q3 ADDED 42,606 +42,569 +115051.4% 2.33% $7.3M $170.50
2024 Q2 UNCHANGED 37 0% 0.02% $59K $158.17
2024 Q1 UNCHANGED 37 0% 0.02% $49K $130.16
2023 Q4 UNCHANGED 37 0% 0.02% $41K $109.16
2023 Q3 UNCHANGED 37 0% 0.01% $32K $80.85
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVGO price (monthly, adj. close)
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