Baldwin Wealth Partners’s Broadcom AVGO Stock Holding History

Baldwin Wealth Partners’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.41M	Sell	8,746 -803	-8%	-$221K	0.16%	78
2025 Q1	$1.6M	Buy	9,549 +485	+5%	+$81.2K	0.11%	88
2024 Q4	$2.1M	Buy	9,064 +96	+1%	+$22.3K	0.15%	83
2024 Q3	$1.55M	Buy	8,968 +2,438	+37%	+$421K	0.11%	99
2024 Q2	$1.05M	Sell	6,530 -150	-2%	-$24.1K	0.08%	101
2024 Q1	$885K	Sell	6,680 -100	-1%	-$13.3K	0.07%	111
2023 Q4	$757K	Sell	6,780 -40	-0.6%	-$4.47K	0.06%	115
2023 Q3	$566K	Sell	6,820 -560	-8%	-$46.5K	0.05%	135
2023 Q2	$640K	Sell	7,380 -160	-2%	-$13.9K	0.05%	136
2023 Q1	$484K	Buy	7,540 +100	+1%	+$6.42K	0.04%	160
2022 Q4	$416K	Buy	7,440 +60	+0.8%	+$3.36K	0.04%	174
2022 Q3	$328K	Sell	7,380 -140	-2%	-$6.22K	0.05%	132
2022 Q2	$365K	Hold	7,520	–	–	0.05%	137
2022 Q1	$474K	Hold	7,520	–	–	0.05%	126
2021 Q4	$500K	Hold	7,520	–	–	0.05%	128
2021 Q3	$365K	Hold	7,520	–	–	0.04%	146
2021 Q2	$359K	Buy	7,520 +140	+2%	+$6.68K	0.04%	148
2021 Q1	$342K	Hold	7,380	–	–	0.04%	136
2020 Q4	$323K	Hold	7,380	–	–	0.04%	136
2020 Q3	$269K	Hold	7,380	–	–	0.04%	140
2020 Q2	$233K	Sell	7,380 -250	-3%	-$7.89K	0.03%	143
2020 Q1	$181K	Hold	7,630	–	–	0.03%	151
2019 Q4	$241K	Hold	7,630	–	–	0.03%	164
2019 Q3	$211K	Hold	7,630	–	–	0.03%	166
2019 Q2	$220K	Sell	7,630 -700	-8%	-$20.2K	0.03%	195
2019 Q1	$250K	Hold	8,330	–	–	0.04%	184
2018 Q4	$212K	Sell	8,330 -400	-5%	-$10.2K	0.04%	181
2018 Q3	$215K	Buy	8,730 +640	+8%	+$15.8K	0.03%	199
2018 Q2	$196K	Sell	8,090 -770	-9%	-$18.7K	0.03%	198
2018 Q1	$209K	Sell	8,860 -600	-6%	-$14.2K	0.03%	191
2017 Q4	$243K	Hold	9,460	–	–	0.04%	183
2017 Q3	$229K	Buy	9,460 +170	+2%	+$4.12K	0.04%	181
2017 Q2	$217K	Hold	9,290	–	–	0.03%	181
2017 Q1	$203K	Sell	9,290 -1,250	-12%	-$27.3K	0.03%	188
2016 Q4	$186K	Sell	10,540 -910	-8%	-$16.1K	0.03%	185
2016 Q3	$198K	Buy	+11,450	New	+$198K	0.04%	178