Annis Gardner Whiting Capital Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Buy |
8,511
+777
| +10% | +$214K | 0.81% | 18 |
|
|
2025
Q1 | $1.29M | Sell |
7,734
-261
| -3% | -$43.7K | 0.55% | 36 |
|
|
2024
Q4 | $1.85M | Sell |
7,995
-70
| -0.9% | -$16.2K | 0.52% | 35 |
|
|
2024
Q3 | $1.39M | Sell |
8,065
-1,095
| -12% | -$189K | 0.39% | 44 |
|
|
2024
Q2 | $1.47M | Buy |
9,160
+520
| +6% | +$83.5K | 0.42% | 43 |
|
|
2024
Q1 | $1.15M | Buy |
8,640
+1,640
| +23% | +$218K | 0.41% | 33 |
|
|
2023
Q4 | $781K | Buy |
7,000
+20
| +0.3% | +$2.23K | 0.35% | 55 |
|
|
2023
Q3 | $580K | Buy |
+6,980
| New | +$580K | 0.31% | 58 |
|