Baron Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $900K | Buy |
3,266
+988
| +43% | +$272K | 0.32% | 37 |
|
|
2025
Q1 | $381K | Buy |
2,278
+396
| +21% | +$66.3K | 0.17% | 96 |
|
|
2024
Q4 | $436K | Buy |
1,882
+109
| +6% | +$25.3K | 0.21% | 75 |
|
|
2024
Q3 | $306K | Buy |
1,773
+153
| +9% | +$26.4K | 0.15% | 119 |
|
|
2024
Q2 | $260K | Buy |
+1,620
| New | +$260K | 0.13% | 132 |
|
|
2023
Q2 | – | Sell |
-3,120
| Closed | -$200K | – | 147 |
|
|
2023
Q1 | $200K | Buy |
+3,120
| New | +$200K | 0.14% | 132 |
|