AllSquare Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.58M | Hold |
4,792
| – | – | 0.83% | 22 |
|
|
2025
Q2 | $1.32M | Sell |
4,792
-348
| -7% | -$75.6K | 0.74% | 24 |
|
|
2025
Q1 | $861K | Sell |
5,140
-460
| -8% | -$97.4K | 0.51% | 34 |
|
|
2024
Q4 | $1.3M | Hold |
5,600
| – | – | 0.75% | 25 |
|
|
2024
Q3 | $966K | Sell |
5,600
-300
| -5% | -$48.1K | 0.55% | 30 |
|
|
2024
Q2 | $947K | Hold |
5,900
| – | – | 0.57% | 30 |
|
|
2024
Q1 | $782K | Buy |
5,900
+470
| +9% | +$58.2K | 0.46% | 38 |
|
|
2023
Q4 | $606K | Hold |
5,430
| – | – | 0.37% | 40 |
|
|
2023
Q3 | $451K | Sell |
5,430
-20
| -0.4% | -$1.73K | 0.29% | 49 |
|
|
2023
Q2 | $438K | Hold |
5,450
| – | – | 0.28% | 51 |
|
|
2023
Q1 | $350K | Sell |
5,450
-2,000
| -27% | -$120K | 0.23% | 61 |
|
|
2022
Q4 | $417K | Buy |
7,450
+500
| +7% | +$25.1K | 0.29% | 51 |
|
|
2022
Q3 | $309K | Hold |
6,950
| – | – | 0.22% | 56 |
|
|
2022
Q2 | $338K | Hold |
6,950
| – | – | 0.23% | 57 |
|
|
2022
Q1 | $438K | Buy |
6,950
+20
| +0.3% | +$1.19K | 0.26% | 54 |
|
|
2021
Q4 | $461K | Buy |
6,930
+2,000
| +41% | +$112K | 0.27% | 52 |
|
|
2021
Q3 | $239K | Hold |
4,930
| – | – | 0.14% | 85 |
|
|
2021
Q2 | $235K | Hold |
4,930
| – | – | 0.14% | 87 |
|
|
2021
Q1 | $229K | Hold |
4,930
| – | – | 0.14% | 87 |
|
|
2020
Q4 | $216K | Buy |
4,930
+500
| +11% | +$19.5K | 0.14% | 82 |
|
|
2020
Q3 | $161K | Hold |
4,430
| – | – | 0.12% | 92 |
|
|
2020
Q2 | $140K | Hold |
4,430
| – | – | 0.11% | 100 |
|
|
2020
Q1 | $105K | Hold |
4,430
| – | – | 0.09% | 111 |
|
|
2019
Q4 | $140K | Hold |
4,430
| – | – | 0.1% | 105 |
|
|
2019
Q3 | $122K | Sell |
4,430
-5,000
| -53% | -$142K | 0.09% | 112 |
|
|
2019
Q2 | $271K | Buy |
9,430
+6,500
| +222% | +$189K | 0.2% | 66 |
|
|
2019
Q1 | $88K | Sell |
2,930
-500
| -15% | -$13.6K | 0.07% | 136 |
|
|
2018
Q4 | $87K | Sell |
3,430
-500
| -13% | -$11.8K | 0.07% | 124 |
|
|
2018
Q3 | $97K | Sell |
3,930
-360
| -8% | -$8.07K | 0.07% | 121 |
|
|
2018
Q2 | $104K | Buy |
4,290
+930
| +28% | +$22.8K | 0.08% | 119 |
|
|
2018
Q1 | $79K | Sell |
3,360
-1,250
| -27% | -$31.5K | 0.06% | 122 |
|
|
2017
Q4 | $118K | Sell |
4,610
-50
| -1% | -$1.3K | 0.09% | 95 |
|
|
2017
Q3 | $113K | Buy |
+4,660
| New | +$115K | 0.09% | 92 |
|
|
2017
Q2 | – | Sell |
-4,830
| Closed | -$106K | – | 181 |
|
|
2017
Q1 | $106K | Buy |
4,830
+1,330
| +38% | +$27.4K | 0.09% | 91 |
|
|
2016
Q4 | $62K | Buy |
+3,500
| New | +$60.6K | 0.06% | 121 |
|
Other funds holding AVGO
AllSquare Wealth Management's AVGO Position: Q3 2025 in Review
AllSquare Wealth Management held its Broadcom (AVGO) position steady in Q3 2025 at 4,792 shares worth $1.58M. The position accounts for 0.83% of the portfolio, ranked #22.
AllSquare Wealth Management first reported a position in AVGO in Q4 2016 and has held it in 35 quarters since. 4,288 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.
- AllSquare Wealth Management held 4,792 shares of Broadcom worth $1.58M as of Q3 2025.
- AllSquare Wealth Management left its Broadcom share count unchanged in Q3 2025.
- Broadcom made up 0.83% of AllSquare Wealth Management's portfolio in Q3 2025, its #22 holding.
- AllSquare Wealth Management first reported a position in Broadcom in Q4 2016 and has held it in 35 quarters since.
- 4,288 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.
Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.