EWM
Evercore Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.16M | Sell |
33,238
-10,786
| -25% | -$2.97M | 0.14% | 74 |
|
|
2025
Q1 | $7.37M | Sell |
44,024
-173
| -0.4% | -$29K | 0.12% | 83 |
|
|
2024
Q4 | $10.2M | Sell |
44,197
-3,623
| -8% | -$840K | 0.15% | 70 |
|
|
2024
Q3 | $8.25M | Buy |
47,820
+43,091
| +911% | +$7.43M | 0.12% | 80 |
|
|
2024
Q2 | $7.59M | Sell |
4,729
-432
| -8% | -$694K | 0.12% | 80 |
|
|
2024
Q1 | $6.84M | Sell |
5,161
-11
| -0.2% | -$14.6K | 0.11% | 85 |
|
|
2023
Q4 | $5.77M | Buy |
5,172
+1,539
| +42% | +$1.72M | 0.1% | 93 |
|
|
2023
Q3 | $3.02M | Buy |
3,633
+105
| +3% | +$87.2K | 0.06% | 119 |
|
|
2023
Q2 | $3.06M | Buy |
3,528
+296
| +9% | +$257K | 0.06% | 122 |
|
|
2023
Q1 | $2.07M | Buy |
3,232
+38
| +1% | +$24.4K | 0.04% | 151 |
|
|
2022
Q4 | $1.79M | Buy |
3,194
+698
| +28% | +$390K | 0.04% | 161 |
|
|
2022
Q3 | $1.11M | Sell |
2,496
-225
| -8% | -$99.9K | 0.03% | 189 |
|
|
2022
Q2 | $1.32M | Buy |
2,721
+32
| +1% | +$15.5K | 0.03% | 180 |
|
|
2022
Q1 | $1.69M | Buy |
2,689
+412
| +18% | +$259K | 0.03% | 176 |
|
|
2021
Q4 | $1.52M | Hold |
2,277
| – | – | 0.02% | 184 |
|
|
2021
Q3 | $1.1M | Sell |
2,277
-112
| -5% | -$54.3K | 0.02% | 214 |
|
|
2021
Q2 | $1.14M | Sell |
2,389
-62
| -3% | -$29.6K | 0.02% | 215 |
|
|
2021
Q1 | $1.14M | Sell |
2,451
-18
| -0.7% | -$8.34K | 0.02% | 210 |
|
|
2020
Q4 | $1.08M | Buy |
2,469
+123
| +5% | +$53.9K | 0.02% | 203 |
|
|
2020
Q3 | $854K | Sell |
2,346
-17
| -0.7% | -$6.19K | 0.02% | 211 |
|
|
2020
Q2 | $745K | Sell |
2,363
-6
| -0.3% | -$1.89K | 0.02% | 225 |
|
|
2020
Q1 | $561K | Buy |
2,369
+37
| +2% | +$8.76K | 0.02% | 228 |
|
|
2019
Q4 | $737K | Buy |
2,332
+998
| +75% | +$315K | 0.02% | 240 |
|
|
2019
Q3 | $368K | Buy |
1,334
+50
| +4% | +$13.8K | 0.01% | 302 |
|
|
2019
Q2 | $369K | Buy |
1,284
+45
| +4% | +$12.9K | 0.01% | 312 |
|
|
2019
Q1 | $372K | Buy |
1,239
+64
| +5% | +$19.2K | 0.01% | 307 |
|
|
2018
Q4 | $299K | Buy |
1,175
+53
| +5% | +$13.5K | 0.01% | 309 |
|
|
2018
Q3 | $277K | Buy |
+1,122
| New | +$277K | 0.01% | 352 |
|
|
2018
Q1 | – | Sell |
-303
| Closed | -$78K | – | 387 |
|
|
2017
Q4 | $78K | Hold |
303
| – | – | ﹤0.01% | 510 |
|
|
2017
Q3 | $73K | Sell |
303
-16
| -5% | -$3.86K | ﹤0.01% | 518 |
|
|
2017
Q2 | $74K | Sell |
319
-243
| -43% | -$56.4K | ﹤0.01% | 524 |
|
|
2017
Q1 | $123K | Buy |
562
+8
| +1% | +$1.75K | ﹤0.01% | 440 |
|
|
2016
Q4 | $98K | Buy |
554
+61
| +12% | +$10.8K | ﹤0.01% | 498 |
|
|
2016
Q3 | $85K | Sell |
493
-154
| -24% | -$26.6K | ﹤0.01% | 506 |
|
|
2016
Q2 | $100K | Buy |
647
+407
| +170% | +$62.9K | ﹤0.01% | 461 |
|
|
2016
Q1 | $37K | Buy |
+240
| New | +$37K | ﹤0.01% | 623 |
|
|
2015
Q4 | – | Sell |
-163
| Closed | -$20K | – | 1004 |
|
|
2015
Q3 | $20K | Buy |
+163
| New | +$20K | ﹤0.01% | 735 |
|
|
2015
Q2 | – | Sell |
-43
| Closed | -$5K | – | 1059 |
|
|
2015
Q1 | $5K | Buy |
+43
| New | +$5K | ﹤0.01% | 925 |
|