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Carolinas Wealth Consulting’s Broadcom AVGO Stock Holding History

Carolinas Wealth Consulting’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,754
Closed -$2.14M – 72
2025
Q1 		$2.14M Buy
12,754
+45
+0.4% +$9.52K 0.46% 37
2024
Q4 		$2.95M Sell
12,709
-635
-5% -$117K 0.58% 33
2024
Q3 		$2.3M Sell
13,344
-86
-0.6% -$13.8K 0.42% 39
2024
Q2 		$2.16M Sell
13,430
-440
-3% -$61.7K 0.42% 39
2024
Q1 		$1.85M Sell
13,870
-300
-2% -$37.2K 0.36% 42
2023
Q4 		$1.58M Buy
14,170
+190
+1% +$18K 0.34% 47
2023
Q3 		$1.18M Sell
13,980
-1,070
-7% -$92.8K 0.29% 49
2023
Q2 		$1.31M Sell
15,050
-480
-3% -$34.2K 0.26% 59
2023
Q1 		$996K Buy
15,530
+1,260
+9% +$75.8K 0.21% 67
2022
Q4 		$798K Buy
14,270
+240
+2% +$12K 0.18% 71
2022
Q3 		$623K Sell
14,030
-720
-5% -$36.8K 0.16% 71
2022
Q2 		$717K Sell
14,750
-290
-2% -$16.3K 0.18% 67
2022
Q1 		$947K Buy
15,040
+460
+3% +$27.3K 0.21% 59
2021
Q4 		$970K Buy
14,580
+670
+5% +$37.7K 0.21% 55
2021
Q3 		$674K Sell
13,910
-720
-5% -$35K 0.16% 68
2021
Q2 		$697K Sell
14,630
-1,240
-8% -$57.5K 0.15% 69
2021
Q1 		$736K Buy
15,870
+320
+2% +$14.8K 0.18% 63
2020
Q4 		$681K Buy
15,550
+12,600
+427% +$491K 0.18% 66
2020
Q3 		$107K Buy
2,950
+1,110
+60% +$37.2K 0.04% 192
2020
Q2 		$58K Buy
+1,840
New +$51.5K 0.02% 187

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Carolinas Wealth Consulting's AVGO Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Broadcom (AVGO) in Q2 2025, closing a stake of 12,754 shares — an estimated $2.14M sold.

Carolinas Wealth Consulting first reported a position in AVGO in Q2 2020 and held it in 20 quarters. The position peaked at $2.95M in Q4 2024. 4,083 funds tracked by Wall St. Rank hold AVGO as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Broadcom position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 12,754 Broadcom shares in Q2 2025, an estimated $2.14M.
  • Carolinas Wealth Consulting first reported a position in Broadcom in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Broadcom position peaked at $2.95M in Q4 2024.
  • 4,083 funds tracked by Wall St. Rank held Broadcom as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.