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Fred Martin

Disciplined Growth Investors

Fred Martin Broadcom Inc stake

total: 241

Disciplined Growth Investors AVGO trades

Total transactions:
8
New positions:
2
Sold out:
2
Added:
1
Reduced:
3
Held since:
2025 Q2
Held for:
3 quarters
Latest activity:
2026 Q1
According to 2026 Q2 report, Fred Martin doesn't hold any Broadcom Inc (AVGO) shares. To date, the estimated cost basis is nearly $275.65 for "buy" trades and estimated average "sell" price is $345.46. Disciplined Growth Investors first purchased AVGO in 2024 Q2, initially acquiring 1,420 shares. Fred Martin later completely sold out the position and invested in Broadcom Inc again in 2025 Q2. Since the initial investment in Broadcom Inc (AVGO), Disciplined Growth Investors has made 7 more transactions.

When did Fred Martin sell Broadcom Inc (AVGO)?

Fred Martin sold off the entire Broadcom Inc (AVGO) position in 2026 Q1.

When did Fred Martin buy Broadcom Inc (AVGO)?

Fred Martin first invested in Broadcom Inc (AVGO) in 2024 Q2 at the reported quarter-end price of $160.55 per share.

What's the cost basis of Disciplined Growth Investors's AVGO stake?

The estimated cost basis for Broadcom Inc (AVGO) stake is around $275.65 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$275.65
Weighted AVG sell price:
$345.46

Fred Martin's historical trades in Broadcom Inc

8 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
0.00%
0
$346.10
-100% (-893)
-0.01%
2025 Q4
0.01%
893
$346.10
$309,067
-13.89% (-144)
-0%
2025 Q3
0.01%
1,037
$329.91
$342,117
-3.98% (-43)
-0%
2025 Q2
0.01%
1,080
$275.65
$297,702
new
+0.01%
2025 Q1
0.00%
0
$231.84
-100% (-1,206)
-0.01%
2024 Q4
0.01%
1,206
$231.84
$279,599
-37.06% (-710)
-0%
2024 Q3
0.01%
1,916
$172.50
$330,510
+34.93% (+496)
+0%
2024 Q2
0.00%
1,420
$160.55
$227,985
new
+0%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.