Elk River Wealth Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$28.4M Sell
2025
Q2
$29.2M Sell
2025
Q1
$17.9M Sell
2024
Q4
$26.1M Sell
2024
Q3
$19.5M Buy
2024
Q2
$17.9M Buy
2024
Q1
$14.6M Sell
2023
Q4
$15.4M Sell
2023
Q3
$11.5M Sell
2023
Q2
$12.1M Sell
2023
Q1
$9.21M Buy
2022
Q4
$7.92M Sell
2022
Q3
$6.42M Buy
2022
Q2
$6.72M Buy
2022
Q1
$8.47M Buy
2021
Q4
$8.52M Buy
2021
Q3
$6.15M Buy
2021
Q2
$5.84M Buy
2021
Q1
$5.57M Buy
2020
Q4
$4.59M Buy