B&D White Capital Company’s Broadcom AVGO Stock Holding History

B&D White Capital Company’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,510	Closed	-$350K	–	56
2024 Q4	$350K	Sell	1,510 -40	-3%	-$7.4K	0.06%	54
2024 Q3	$267K	Buy	1,550 +50	+3%	+$8.02K	0.05%	66
2024 Q2	$241K	Buy	+1,500	New	+$210K	0.05%	39

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

B&D White Capital Company's AVGO Position: Q1 2025 in Review

B&D White Capital Company sold out of Broadcom (AVGO) in Q1 2025, closing a stake of 1,510 shares — an estimated $350K sold.

B&D White Capital Company first reported a position in AVGO in Q2 2024 and held it in 3 quarters. The position peaked at $350K in Q4 2024. 3,816 funds tracked by Wall St. Rank hold AVGO as of Q1 2025.

B&D White Capital Company reported no remaining Broadcom position as of Q1 2025 after selling out during the quarter.
B&D White Capital Company sold 1,510 Broadcom shares in Q1 2025, an estimated $350K.
B&D White Capital Company first reported a position in Broadcom in Q2 2024 and held it in 3 quarters.
B&D White Capital Company's Broadcom position peaked at $350K in Q4 2024.
3,816 funds tracked by Wall St. Rank held Broadcom as of Q1 2025.

Based on B&D White Capital Company's 13F filing for Q1 2025, filed 14 May 2025.