Corient Private Wealth’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07B | Buy |
3,876,733
+108,029
| +3% | +$29.8M | 1.13% | 13 |
|
|
2025
Q1 | $631M | Sell |
3,768,704
-89,397
| -2% | -$15M | 1.03% | 15 |
|
|
2024
Q4 | $891M | Buy |
3,858,101
+59,160
| +2% | +$13.7M | 1.48% | 9 |
|
|
2024
Q3 | $655M | Buy |
3,798,941
+3,425,023
| +916% | +$591M | 1.02% | 15 |
|
|
2024
Q2 | $600M | Buy |
373,918
+11,873
| +3% | +$19.1M | 1.05% | 12 |
|
|
2024
Q1 | $480M | Buy |
362,045
+5,241
| +1% | +$6.95M | 0.85% | 19 |
|
|
2023
Q4 | $398M | Buy |
356,804
+28,094
| +9% | +$31.4M | 0.73% | 25 |
|
|
2023
Q3 | $273M | Sell |
328,710
-8,427
| -2% | -$7M | 0.63% | 30 |
|
|
2023
Q2 | $292M | Buy |
337,137
+53,835
| +19% | +$46.7M | 0.67% | 28 |
|
|
2023
Q1 | $182M | Buy |
283,302
+107,807
| +61% | +$69.2M | 0.49% | 46 |
|
|
2022
Q4 | $98.2M | Buy |
+175,495
| New | +$98.2M | 0.36% | 74 |
|