Evercore 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
Q2 | $9.16M | Sell |
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|
2025
Q1 | $7.37M | Sell |
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|
2024
Q4 | $10.2M | Sell |
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|
2024
Q3 | $8.25M | Buy |
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|
2024
Q2 | $7.59M | Sell |
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|
2024
Q1 | $6.84M | Sell |
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|
2023
Q4 | $5.77M | Buy |
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|
2023
Q3 | $3.02M | Buy |
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|
2023
Q2 | $3.06M | Buy |
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|
2023
Q1 | $2.07M | Buy |
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|
2022
Q4 | $1.79M | Buy |
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|
2022
Q3 | $1.11M | Sell |
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|
2022
Q2 | $1.32M | Buy |
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|
2022
Q1 | $1.69M | Buy |
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|
2021
Q4 | $1.51M | Hold |
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|
2021
Q3 | $1.1M | Sell |
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|
2021
Q2 | $1.14M | Sell |
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|
2021
Q1 | $1.14M | Sell |
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|
2020
Q4 | $1.08M | Buy |
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|
2020
Q3 | $854K | Sell |
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|
2020
Q2 | $745K | Sell |
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|
2020
Q1 | $561K | Buy |
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|
2019
Q4 | $737K | Buy |
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|
2019
Q3 | $368K | Buy |
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|
2019
Q2 | $369K | Buy |
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|
2019
Q1 | $372K | Buy |
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|
2018
Q4 | $299K | Buy |
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|
2018
Q3 | $277K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $78K | Hold |
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|
2017
Q3 | $73K | Sell |
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|
2017
Q2 | $74K | Sell |
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|
2017
Q1 | $123K | Buy |
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|
2016
Q4 | $98K | Buy |
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|
2016
Q3 | $85K | Sell |
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|
2016
Q2 | $100K | Buy |
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|
2016
Q1 | $37K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $20K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $5K | Buy |
|