Badgley Phelps Wealth Managers’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.4M | Buy |
135,542
+82,916
| +158% | +$22.9M | 0.83% | 32 |
|
|
2025
Q1 | $8.81M | Buy |
52,626
+37,018
| +237% | +$6.2M | 0.21% | 111 |
|
|
2024
Q4 | $3.62M | Buy |
15,608
+2,897
| +23% | +$672K | 0.08% | 127 |
|
|
2024
Q3 | $2.19M | Buy |
12,711
+3,081
| +32% | +$531K | 0.05% | 144 |
|
|
2024
Q2 | $1.55M | Buy |
9,630
+900
| +10% | +$145K | 0.04% | 149 |
|
|
2024
Q1 | $1.16M | Buy |
8,730
+410
| +5% | +$54.4K | 0.03% | 159 |
|
|
2023
Q4 | $929K | Buy |
8,320
+410
| +5% | +$45.8K | 0.03% | 164 |
|
|
2023
Q3 | $657K | Sell |
7,910
-110
| -1% | -$9.14K | 0.02% | 161 |
|
|
2023
Q2 | $696K | Sell |
8,020
-40
| -0.5% | -$3.47K | 0.02% | 166 |
|
|
2023
Q1 | $517K | Buy |
8,060
+2,260
| +39% | +$145K | 0.02% | 153 |
|
|
2022
Q4 | $324K | Sell |
5,800
-700
| -11% | -$39.1K | 0.01% | 173 |
|
|
2022
Q3 | $289K | Sell |
6,500
-120
| -2% | -$5.34K | 0.01% | 165 |
|
|
2022
Q2 | $322K | Buy |
6,620
+180
| +3% | +$8.76K | 0.01% | 165 |
|
|
2022
Q1 | $406K | Hold |
6,440
| – | – | 0.01% | 166 |
|
|
2021
Q4 | $429K | Sell |
6,440
-480
| -7% | -$32K | 0.01% | 167 |
|
|
2021
Q3 | $336K | Buy |
+6,920
| New | +$336K | 0.01% | 174 |
|