Baker Tilly 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 | $2.79M | Buy |
|
|||||
|
2025
Q2 | $2.11M | Sell |
|
|||||
|
2025
Q1 | $1.39M | Buy |
|
|||||
|
2024
Q4 | $1.9M | Buy |
|
|||||
|
2024
Q3 | $1.38M | Sell |
|
|||||
|
2024
Q2 | $1.4M | Sell |
|
|||||
|
2024
Q1 | $1.68M | Sell |
|
|||||
|
2023
Q4 | $1.42M | Sell |
|
|||||
|
2023
Q3 | $1.23M | Sell |
|
|||||
|
2023
Q2 | $3.07M | Sell |
|
|||||
|
2023
Q1 | $2.5M | Buy |
|
|||||
|
2022
Q4 | $2.12M | Buy |
|
|||||
|
2022
Q3 | $1.52M | Sell |
|
|||||
|
2022
Q2 | $1.67M | Buy |
|
|||||
|
2022
Q1 | $2.01M | Sell |
|
|||||
|
2021
Q4 | $2.19M | Buy |
|
|||||
|
2021
Q3 | $1.44M | Buy |
|
|||||
|
2021
Q2 | $1.19M | Buy |
|
|||||
|
2021
Q1 | $1.1M | Buy |
|
|||||
|
2020
Q4 | $471K | Buy |
|