BOPW
Brandywine Oak Private Wealth’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.64M | Sell |
20,473
-136
| -0.7% | -$37.5K | 0.52% | 29 |
|
|
2025
Q1 | $3.45M | Buy |
20,609
+15
| +0.1% | +$2.51K | 0.34% | 40 |
|
|
2024
Q4 | $4.77M | Buy |
20,594
+165
| +0.8% | +$38.3K | 0.47% | 32 |
|
|
2024
Q3 | $3.52M | Buy |
20,429
+18,558
| +992% | +$3.2M | 0.34% | 40 |
|
|
2024
Q2 | $3M | Buy |
1,871
+5
| +0.3% | +$8.03K | 0.31% | 45 |
|
|
2024
Q1 | $2.47M | Buy |
1,866
+1
| +0.1% | +$1.33K | 0.26% | 54 |
|
|
2023
Q4 | $2.08M | Sell |
1,865
-84
| -4% | -$93.8K | 0.23% | 60 |
|
|
2023
Q3 | $1.62M | Sell |
1,949
-71
| -4% | -$59K | 0.19% | 65 |
|
|
2023
Q2 | $1.75M | Buy |
2,020
+47
| +2% | +$40.8K | 0.2% | 65 |
|
|
2023
Q1 | $1.27M | Sell |
1,973
-35
| -2% | -$22.5K | 0.15% | 81 |
|
|
2022
Q4 | $1.12M | Sell |
2,008
-104
| -5% | -$58.2K | 0.14% | 89 |
|
|
2022
Q3 | $937K | Sell |
2,112
-109
| -5% | -$48.4K | 0.13% | 96 |
|
|
2022
Q2 | $1.08M | Hold |
2,221
| – | – | 0.14% | 100 |
|
|
2022
Q1 | $1.4M | Sell |
2,221
-117
| -5% | -$73.6K | 0.16% | 97 |
|
|
2021
Q4 | $1.56M | Sell |
2,338
-74
| -3% | -$49.2K | 0.17% | 94 |
|
|
2021
Q3 | $1.17M | Sell |
2,412
-128
| -5% | -$62K | 0.14% | 112 |
|
|
2021
Q2 | $1.21M | Buy |
2,540
+769
| +43% | +$367K | 0.14% | 110 |
|
|
2021
Q1 | $821K | Hold |
1,771
| – | – | 0.12% | 109 |
|
|
2020
Q4 | $775K | Hold |
1,771
| – | – | 0.12% | 107 |
|
|
2020
Q3 | $645K | Sell |
1,771
-117
| -6% | -$42.6K | 0.11% | 112 |
|
|
2020
Q2 | $595K | Sell |
1,888
-813
| -30% | -$256K | 0.11% | 117 |
|
|
2020
Q1 | $516K | Buy |
2,701
+1,144
| +73% | +$219K | 0.11% | 107 |
|
|
2019
Q4 | $492K | Buy |
1,557
+167
| +12% | +$52.8K | 0.09% | 111 |
|
|
2019
Q3 | $383K | Buy |
1,390
+362
| +35% | +$99.7K | 0.07% | 134 |
|
|
2019
Q2 | $295K | Buy |
1,028
+45
| +5% | +$12.9K | 0.06% | 164 |
|
|
2019
Q1 | $295K | Buy |
983
+284
| +41% | +$85.2K | 0.06% | 159 |
|
|
2018
Q4 | $177K | Buy |
+699
| New | +$177K | 0.04% | 211 |
|