SEC 13F Intelligence

Minot Wealth Management LLC / AVGO

Minot Wealth Management LLC’s Broadcom Inc Position

Does Minot Wealth Management LLC own Broadcom Inc (AVGO)? Yes — 13.8K shares worth $7M (+1.73% of its 13F portfolio) as of Q2 2022, down from 14.1K shares the prior filed quarter.

Position Value
$7M
Q2 2022
Shares
13.8K
% of Portfolio
+1.73%
Quarters Held
10
currently held

Position History AVGO

Reported value by quarter
Q1 ’20: $2MQ1 ’20Q2 ’20: $3MQ3 ’20: $4MQ3 ’20Q4 ’20: $5MQ1 ’21: $6MQ1 ’21Q2 ’21: $7MQ3 ’21: $7MQ3 ’21Q4 ’21: $9MQ1 ’22: $9MQ1 ’22Q2 ’22: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202213.8K$7M+1.73%
Q1 202214.1K$9M+1.91%
Q4 202114.0K$9M+1.80%
Q3 202113.8K$7M+1.45%
Q2 202113.5K$7M+1.43%
Q1 202112.2K$6M+1.44%
Q4 202011.9K$5M+1.56%
Q3 202010.2K$4M+1.41%
Q2 20209.4K$3M+1.48%
Q1 20206.8K$2M+1.15%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Minot Wealth Management LLC’s full portfolio or all institutional holders of AVGO.