BOK Financial Private Wealth’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.7M | Sell |
27,918
-4,771
| -15% | -$1.32M | 0.51% | 21 |
|
|
2025
Q1 | $5.47M | Sell |
32,689
-3,443
| -10% | -$576K | 0.41% | 25 |
|
|
2024
Q4 | $8.38M | Sell |
36,132
-3,355
| -8% | -$778K | 0.61% | 18 |
|
|
2024
Q3 | $6.81M | Sell |
39,487
-5,573
| -12% | -$961K | 0.49% | 24 |
|
|
2024
Q2 | $7.23M | Buy |
45,060
+130
| +0.3% | +$20.9K | 0.53% | 26 |
|
|
2024
Q1 | $5.96M | Sell |
44,930
-5,930
| -12% | -$786K | 0.44% | 29 |
|
|
2023
Q4 | $5.68M | Sell |
50,860
-4,270
| -8% | -$477K | 0.46% | 30 |
|
|
2023
Q3 | $4.58M | Sell |
55,130
-20,120
| -27% | -$1.67M | 0.4% | 34 |
|
|
2023
Q2 | $6.53M | Sell |
75,250
-24,860
| -25% | -$2.16M | 0.53% | 26 |
|
|
2023
Q1 | $6.42M | Buy |
100,110
+2,620
| +3% | +$168K | 0.52% | 27 |
|
|
2022
Q4 | $5.45M | Sell |
97,490
-2,700
| -3% | -$151K | 0.45% | 31 |
|
|
2022
Q3 | $4.45M | Sell |
100,190
-80
| -0.1% | -$3.55K | 0.4% | 38 |
|
|
2022
Q2 | $4.87M | Sell |
100,270
-24,570
| -20% | -$1.19M | 0.43% | 35 |
|
|
2022
Q1 | $7.86M | Buy |
124,840
+4,030
| +3% | +$254K | 0.56% | 30 |
|
|
2021
Q4 | $8.04M | Buy |
120,810
+1,110
| +0.9% | +$73.9K | 0.55% | 29 |
|
|
2021
Q3 | $5.81M | Buy |
119,700
+4,770
| +4% | +$231K | 0.46% | 36 |
|
|
2021
Q2 | $5.48M | Buy |
114,930
+2,490
| +2% | +$119K | 0.45% | 38 |
|
|
2021
Q1 | $5.21M | Sell |
112,440
-1,260
| -1% | -$58.4K | 0.47% | 39 |
|
|
2020
Q4 | $4.98M | Sell |
113,700
-3,540
| -3% | -$155K | 0.47% | 39 |
|
|
2020
Q3 | $4.27M | Sell |
117,240
-8,070
| -6% | -$294K | 0.45% | 43 |
|
|
2020
Q2 | $3.96M | Sell |
125,310
-18,000
| -13% | -$568K | 0.41% | 50 |
|
|
2020
Q1 | $3.4M | Sell |
143,310
-88,730
| -38% | -$2.1M | 0.41% | 51 |
|
|
2019
Q4 | $7.33M | Buy |
+232,040
| New | +$7.33M | 0.62% | 42 |
|