180 Wealth Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $21.8M | Sell |
57,811
-969
| -2% | -$389K | 2.19% | 5 |
|
|
2026
Q1 | $18.2M | Sell |
58,780
-366
| -0.6% | -$120K | 2.07% | 6 |
|
|
2025
Q4 | $20.5M | Sell |
59,146
-988
| -2% | -$353K | 2.33% | 5 |
|
|
2025
Q3 | $19.8M | Sell |
60,134
-1,840
| -3% | -$564K | 2.42% | 5 |
|
|
2025
Q2 | $17.1M | Sell |
61,974
-2,273
| -4% | -$494K | 2.38% | 5 |
|
|
2025
Q1 | $10.8M | Sell |
64,247
-1,009
| -2% | -$214K | 1.71% | 6 |
|
|
2024
Q4 | $15.1M | Sell |
65,256
-1,796
| -3% | -$332K | 2.37% | 5 |
|
|
2024
Q3 | $11.6M | Sell |
67,052
-1,688
| -2% | -$271K | 1.82% | 6 |
|
|
2024
Q2 | $11.7M | Sell |
68,740
-4,790
| -7% | -$671K | 1.91% | 5 |
|
|
2024
Q1 | $9.75M | Sell |
73,530
-1,320
| -2% | -$164K | 1.75% | 5 |
|
|
2023
Q4 | $8.12M | Buy |
74,850
+880
| +1% | +$83.3K | 1.63% | 5 |
|
|
2023
Q3 | $6.14M | Sell |
73,970
-270
| -0.4% | -$23.4K | 1.38% | 9 |
|
|
2023
Q2 | $6.51M | Sell |
74,240
-1,220
| -2% | -$87K | 1.43% | 8 |
|
|
2023
Q1 | $4.84M | Sell |
75,460
-2,580
| -3% | -$155K | 1.13% | 12 |
|
|
2022
Q4 | $4.67M | Buy |
78,040
+220
| +0.3% | +$11K | 1.1% | 14 |
|
|
2022
Q3 | $3.46M | Buy |
77,820
+2,330
| +3% | +$119K | 0.95% | 18 |
|
|
2022
Q2 | $3.61M | Sell |
75,490
-8,150
| -10% | -$457K | 0.92% | 20 |
|
|
2022
Q1 | $5M | Sell |
83,640
-1,730
| -2% | -$103K | 1.09% | 14 |
|
|
2021
Q4 | $4.55M | Buy |
85,370
+5,220
| +7% | +$293K | 1.02% | 14 |
|
|
2021
Q3 | $4.03M | Buy |
80,150
+1,470
| +2% | +$71.5K | 0.89% | 23 |
|
|
2021
Q2 | $3.79M | Buy |
78,680
+3,010
| +4% | +$139K | 0.87% | 24 |
|
|
2021
Q1 | $3.41M | Buy |
75,670
+4,620
| +7% | +$214K | 0.85% | 23 |
|
|
2020
Q4 | $3.26M | Buy |
71,050
+17,600
| +33% | +$686K | 0.94% | 20 |
|
|
2020
Q3 | $2.02M | Buy |
53,450
+170
| +0.3% | +$5.69K | 0.76% | 29 |
|
|
2020
Q2 | $1.67M | Buy |
53,280
+5,920
| +13% | +$166K | 0.66% | 34 |
|
|
2020
Q1 | $1.12M | Buy |
47,360
+6,000
| +15% | +$169K | 0.58% | 44 |
|
|
2019
Q4 | $1.25M | Buy |
41,360
+2,170
| +6% | +$65.9K | 0.5% | 53 |
|
|
2019
Q3 | $1.1M | Buy |
39,190
+190
| +0.5% | +$5.4K | 0.49% | 52 |
|
|
2019
Q2 | $1.11M | Buy |
39,000
+5,470
| +16% | +$159K | 0.5% | 51 |
|
|
2019
Q1 | $1.03M | Buy |
33,530
+8,470
| +34% | +$230K | 0.47% | 55 |
|
|
2018
Q4 | $618K | Hold |
25,060
| – | – | 0.29% | 104 |
|
|
2018
Q3 | $618K | Buy |
25,060
+560
| +2% | +$12.6K | 0.29% | 105 |
|
|
2018
Q2 | $594K | Buy |
+24,500
| New | +$601K | 0.29% | 99 |
|
|
2018
Q1 | – | Sell |
-24,550
| Closed | -$631K | – | 230 |
|
|
2017
Q4 | $631K | Buy |
+24,550
| New | +$638K | 0.32% | 90 |
|
Other funds holding AVGO
180 Wealth Advisors's AVGO Position: Q2 2026 in Review
180 Wealth Advisors reduced its Broadcom (AVGO) stake by 1.6% in Q2 2026, selling an estimated $389K and leaving 57,811 shares worth $21.8M. The position accounts for 2.19% of the portfolio, ranked #5.
180 Wealth Advisors first reported a position in AVGO in Q4 2017 and has held it in 34 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- 180 Wealth Advisors held 57,811 shares of Broadcom worth $21.8M as of Q2 2026.
- 180 Wealth Advisors sold 969 Broadcom shares in Q2 2026, an estimated $389K.
- Broadcom made up 2.19% of 180 Wealth Advisors's portfolio in Q2 2026, its #5 holding.
- 180 Wealth Advisors first reported a position in Broadcom in Q4 2017 and has held it in 34 quarters since.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.