BA
Bellwether Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Sell |
49,674
-15,737
| -24% | -$4.34M | 2.34% | 8 |
|
|
2025
Q1 | $11M | Sell |
65,411
-34,325
| -34% | -$5.75M | 2.29% | 10 |
|
|
2024
Q4 | $23.1M | Buy |
99,736
+9,871
| +11% | +$2.29M | 4.13% | 5 |
|
|
2024
Q3 | $15.5M | Buy |
89,865
+81,799
| +1,014% | +$14.1M | 2.98% | 9 |
|
|
2024
Q2 | $13M | Buy |
8,066
+2,273
| +39% | +$3.65M | 2.72% | 9 |
|
|
2024
Q1 | $7.68M | Sell |
5,793
-136
| -2% | -$180K | 1.69% | 12 |
|
|
2023
Q4 | $6.62M | Buy |
+5,929
| New | +$6.62M | 1.63% | 15 |
|
|
2023
Q2 | – | Sell |
-34
| Closed | -$21.8K | – | 113 |
|
|
2023
Q1 | $21.8K | Hold |
34
| – | – | 0.01% | 239 |
|
|
2022
Q4 | $19K | Hold |
34
| – | – | 0.01% | 243 |
|
|
2022
Q3 | $15K | Buy |
34
+25
| +278% | +$11K | ﹤0.01% | 235 |
|
|
2022
Q2 | $4K | Hold |
9
| – | – | ﹤0.01% | 290 |
|
|
2022
Q1 | $5K | Hold |
9
| – | – | ﹤0.01% | 352 |
|
|
2021
Q4 | $5K | Hold |
9
| – | – | ﹤0.01% | 387 |
|
|
2021
Q3 | $4K | Hold |
9
| – | – | ﹤0.01% | 382 |
|
|
2021
Q2 | $4K | Hold |
9
| – | – | ﹤0.01% | 329 |
|
|
2021
Q1 | $4K | Buy |
+9
| New | +$4K | ﹤0.01% | 306 |
|