EWM
Empirical Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.3M | Buy |
81,019
+14,935
| +23% | +$4.12M | 0.5% | 35 |
|
|
2025
Q1 | $11.1M | Buy |
66,084
+29,826
| +82% | +$4.99M | 0.28% | 66 |
|
|
2024
Q4 | $8.41M | Buy |
36,258
+609
| +2% | +$141K | 0.23% | 85 |
|
|
2024
Q3 | $6.15M | Buy |
35,649
+30,203
| +555% | +$5.21M | 0.17% | 106 |
|
|
2024
Q2 | $8.74M | Buy |
5,446
+2,530
| +87% | +$4.06M | 0.26% | 78 |
|
|
2024
Q1 | $3.86M | Buy |
2,916
+31
| +1% | +$41.1K | 0.12% | 122 |
|
|
2023
Q4 | $3.22M | Sell |
2,885
-4,193
| -59% | -$4.68M | 0.11% | 129 |
|
|
2023
Q3 | $5.88M | Buy |
7,078
+61
| +0.9% | +$50.7K | 0.23% | 88 |
|
|
2023
Q2 | $6.09M | Sell |
7,017
-673
| -9% | -$584K | 0.24% | 84 |
|
|
2023
Q1 | $4.93M | Sell |
7,690
-264
| -3% | -$169K | 0.21% | 87 |
|
|
2022
Q4 | $4.45M | Buy |
7,954
+7,387
| +1,303% | +$4.13M | 0.21% | 88 |
|
|
2022
Q3 | $252K | Buy |
+567
| New | +$252K | 0.01% | 406 |
|
|
2022
Q1 | – | Sell |
-566
| Closed | -$377K | – | 496 |
|
|
2021
Q4 | $377K | Buy |
+566
| New | +$377K | 0.02% | 388 |
|