EWM
AVGO icon

Executive Wealth Management’s Broadcom AVGO Stock Holding History

Executive Wealth Management’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$4.33M Buy
18,687
+1,319
+8% +$244K 0.34% 80
2024
Q3 		$3M Buy
17,368
+13,018
+299% +$2.09M 0.24% 91
2024
Q2 		$698K Sell
4,350
-130
-3% -$18.2K 0.13% 66
2024
Q1 		$605K Buy
4,480
+610
+16% +$75.6K 0.05% 139
2023
Q4 		$433K Buy
3,870
+750
+24% +$71K 0.04% 150
2023
Q3 		$259K Sell
3,120
-100
-3% -$8.67K 0.03% 172
2023
Q2 		$280K Buy
+3,220
New +$230K 0.03% 163
2022
Q1 		– Sell
-3,070
Closed -$204K – 191
2021
Q4 		$204K Buy
+3,070
New +$173K 0.02% 191
2021
Q3 		– Sell
-4,490
Closed -$214K – 186
2021
Q2 		$214K Buy
4,490
+20
+0.4% +$927 0.02% 182
2021
Q1 		$207K Buy
+4,470
New +$207K 0.02% 183
2019
Q3 		– Sell
-460
Closed -$13K – 179
2019
Q2 		$13K Hold
460
– – ﹤0.01% 556
2019
Q1 		$14K Sell
460
-220
-32% -$5.96K ﹤0.01% 481
2018
Q4 		$17K Buy
+680
New +$16K ﹤0.01% 449

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Executive Wealth Management's AVGO Position: Q4 2024 in Review

Executive Wealth Management increased its Broadcom (AVGO) stake by 7.6% in Q4 2024, buying an estimated $244K and bringing the position to 18,687 shares worth $4.33M. The position accounts for 0.34% of the portfolio, ranked #80.

Executive Wealth Management first reported a position in AVGO in Q4 2018 and has held it in 13 quarters since. 3,913 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

  • Executive Wealth Management held 18,687 shares of Broadcom worth $4.33M as of Q4 2024.
  • Executive Wealth Management bought 1,319 Broadcom shares in Q4 2024, an estimated $244K.
  • Broadcom made up 0.34% of Executive Wealth Management's portfolio in Q4 2024, its #80 holding.
  • Executive Wealth Management first reported a position in Broadcom in Q4 2018 and has held it in 13 quarters since.
  • 3,913 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.