EWA
EP Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248M | Buy |
898,247
+18,712
| +2% | +$5.16M | 1.63% | 14 |
|
|
2025
Q1 | $147M | Sell |
879,535
-22,757
| -3% | -$3.81M | 1.18% | 21 |
|
|
2024
Q4 | $209M | Sell |
902,292
-48,826
| -5% | -$11.3M | 1.71% | 13 |
|
|
2024
Q3 | $164M | Buy |
951,118
+856,448
| +905% | +$148M | 1.41% | 16 |
|
|
2024
Q2 | $152M | Buy |
94,670
+406
| +0.4% | +$652K | 1.61% | 13 |
|
|
2024
Q1 | $125M | Sell |
94,264
-1,001
| -1% | -$1.33M | 1.46% | 12 |
|
|
2023
Q4 | $106M | Sell |
95,265
-3,650
| -4% | -$4.07M | 1.36% | 15 |
|
|
2023
Q3 | $82.2M | Sell |
98,915
-39,293
| -28% | -$32.6M | 1.27% | 14 |
|
|
2023
Q2 | $92.6M | Buy |
138,208
+28,816
| +26% | +$19.3M | 1.33% | 11 |
|
|
2023
Q1 | $70.2M | Buy |
109,392
+1,260
| +1% | +$808K | 1.21% | 14 |
|
|
2022
Q4 | $60.5M | Buy |
108,132
+1,829
| +2% | +$1.02M | 1.09% | 18 |
|
|
2022
Q3 | $47.2M | Buy |
106,303
+15,786
| +17% | +$7.01M | 1.07% | 16 |
|
|
2022
Q2 | $44M | Buy |
90,517
+899
| +1% | +$437K | 0.99% | 21 |
|
|
2022
Q1 | $56.4M | Buy |
89,618
+343
| +0.4% | +$216K | 1.24% | 12 |
|
|
2021
Q4 | $59.4M | Buy |
89,275
+1,301
| +1% | +$866K | 1.4% | 10 |
|
|
2021
Q3 | $42.7M | Buy |
87,974
+2,588
| +3% | +$1.25M | 1.17% | 19 |
|
|
2021
Q2 | $40.7M | Buy |
85,386
+4,585
| +6% | +$2.19M | 1.13% | 19 |
|
|
2021
Q1 | $37.5M | Buy |
80,801
+7,845
| +11% | +$3.64M | 1.19% | 15 |
|
|
2020
Q4 | $31.9M | Buy |
72,956
+2,937
| +4% | +$1.29M | 1.12% | 19 |
|
|
2020
Q3 | $25.5M | Buy |
70,019
+917
| +1% | +$334K | 1.1% | 20 |
|
|
2020
Q2 | $21.8M | Buy |
69,102
+2,274
| +3% | +$718K | 0.93% | 22 |
|
|
2020
Q1 | $15.8M | Buy |
66,828
+3,537
| +6% | +$839K | 0.78% | 29 |
|
|
2019
Q4 | $20M | Buy |
63,291
+3,273
| +5% | +$1.03M | 0.82% | 29 |
|
|
2019
Q3 | $16.6M | Buy |
60,018
+377
| +0.6% | +$104K | 0.82% | 31 |
|
|
2019
Q2 | $17.2M | Sell |
59,641
-1,559
| -3% | -$449K | 1.07% | 26 |
|
|
2019
Q1 | $18.4M | Buy |
+61,200
| New | +$18.4M | 1.77% | 18 |
|
|
2018
Q2 | – | Sell |
-56,379
| Closed | -$13.3M | – | 191 |
|
|
2018
Q1 | $13.3M | Buy |
56,379
+2,546
| +5% | +$600K | 1.28% | 24 |
|
|
2017
Q4 | $13.8M | Buy |
53,833
+405
| +0.8% | +$104K | 1.46% | 21 |
|
|
2017
Q3 | $13M | Buy |
53,428
+681
| +1% | +$165K | 1.5% | 19 |
|
|
2017
Q2 | $12.3M | Sell |
52,747
-6,324
| -11% | -$1.47M | 1.51% | 19 |
|
|
2017
Q1 | $12.9M | Sell |
59,071
-555
| -0.9% | -$122K | 1.78% | 12 |
|
|
2016
Q4 | $9.48M | Buy |
59,626
+1,907
| +3% | +$303K | 1.39% | 17 |
|
|
2016
Q3 | $9.96M | Buy |
57,719
+2,166
| +4% | +$374K | 1.56% | 16 |
|
|
2016
Q2 | $8.63M | Buy |
+55,553
| New | +$8.63M | 1.38% | 25 |
|