BWAM
Boyd Watterson Asset Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Sell |
53,593
-236
| -0.4% | -$65.1K | 4.65% | 3 |
|
|
2025
Q1 | $9.01M | Sell |
53,829
-6,085
| -10% | -$1.02M | 2.88% | 6 |
|
|
2024
Q4 | $13.9M | Sell |
59,914
-2,171
| -3% | -$503K | 3.86% | 5 |
|
|
2024
Q3 | $10.7M | Buy |
62,085
+54,486
| +717% | +$9.4M | 2.93% | 6 |
|
|
2024
Q2 | $12.2M | Sell |
7,599
-136
| -2% | -$218K | 3.48% | 6 |
|
|
2024
Q1 | $10.3M | Sell |
7,735
-83
| -1% | -$110K | 3.68% | 4 |
|
|
2023
Q4 | $8.73M | Sell |
7,818
-36
| -0.5% | -$40.2K | 3.45% | 3 |
|
|
2023
Q3 | $6.52M | Sell |
7,854
-28
| -0.4% | -$23.3K | 2.85% | 5 |
|
|
2023
Q2 | $6.84M | Buy |
7,882
+2
| +0% | +$1.74K | 2.72% | 6 |
|
|
2023
Q1 | $5.06M | Sell |
7,880
-63
| -0.8% | -$40.4K | 2.06% | 10 |
|
|
2022
Q4 | $4.44M | Sell |
7,943
-7
| -0.1% | -$3.91K | 1.83% | 12 |
|
|
2022
Q3 | $3.53M | Sell |
7,950
-49
| -0.6% | -$21.8K | 1.6% | 14 |
|
|
2022
Q2 | $3.89M | Sell |
7,999
-108
| -1% | -$52.5K | 1.66% | 13 |
|
|
2022
Q1 | $5.11M | Buy |
8,107
+138
| +2% | +$86.9K | 1.86% | 9 |
|
|
2021
Q4 | $5.3M | Sell |
7,969
-6
| -0.1% | -$3.99K | 1.76% | 11 |
|
|
2021
Q3 | $3.87M | Buy |
7,975
+71
| +0.9% | +$34.4K | 1.43% | 14 |
|
|
2021
Q2 | $3.77M | Buy |
7,904
+66
| +0.8% | +$31.5K | 1.52% | 13 |
|
|
2021
Q1 | $3.63M | Buy |
7,838
+19
| +0.2% | +$8.81K | 1.59% | 12 |
|
|
2020
Q4 | $3.42M | Buy |
7,819
+196
| +3% | +$85.8K | 1.63% | 12 |
|
|
2020
Q3 | $2.78M | Buy |
7,623
+2,382
| +45% | +$868K | 1.53% | 15 |
|
|
2020
Q2 | $1.65M | Buy |
5,241
+30
| +0.6% | +$9.47K | 1.12% | 24 |
|
|
2020
Q1 | $1.24M | Buy |
5,211
+191
| +4% | +$45.3K | 1.01% | 32 |
|
|
2019
Q4 | $1.59M | Buy |
5,020
+120
| +2% | +$37.9K | 1.04% | 27 |
|
|
2019
Q3 | $1.35M | Buy |
4,900
+310
| +7% | +$85.6K | 0.95% | 33 |
|
|
2019
Q2 | $1.32M | Buy |
4,590
+12
| +0.3% | +$3.45K | 0.9% | 35 |
|
|
2019
Q1 | $1.38M | Buy |
4,578
+8
| +0.2% | +$2.41K | 0.87% | 35 |
|
|
2018
Q4 | $1.16M | Buy |
4,570
+232
| +5% | +$59K | 0.85% | 40 |
|
|
2018
Q3 | $1.07M | Buy |
4,338
+654
| +18% | +$161K | 0.61% | 51 |
|
|
2018
Q2 | $894K | Buy |
3,684
+145
| +4% | +$35.2K | 0.51% | 53 |
|
|
2018
Q1 | $834K | Sell |
3,539
-15
| -0.4% | -$3.54K | 0.41% | 68 |
|
|
2017
Q4 | $913K | Sell |
3,554
-743
| -17% | -$191K | 0.44% | 64 |
|
|
2017
Q3 | $1.04M | Buy |
4,297
+138
| +3% | +$33.5K | 0.51% | 56 |
|
|
2017
Q2 | $969K | Sell |
4,159
-12
| -0.3% | -$2.8K | 0.5% | 53 |
|
|
2017
Q1 | $913K | Buy |
4,171
+152
| +4% | +$33.3K | 0.46% | 65 |
|
|
2016
Q4 | $710K | Buy |
4,019
+2,831
| +238% | +$500K | 0.38% | 77 |
|
|
2016
Q3 | $205K | Buy |
+1,188
| New | +$205K | 0.1% | 161 |
|