Gerber Kawasaki Wealth & Investment Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.4M | Buy |
41,362
+750
| +2% | +$207K | 0.44% | 51 |
|
2025
Q1 | $6.8M | Buy |
40,612
+7,893
| +24% | +$1.32M | 0.31% | 63 |
|
2024
Q4 | $7.59M | Buy |
32,719
+6,401
| +24% | +$1.48M | 0.33% | 59 |
|
2024
Q3 | $4.54M | Buy |
26,318
+10,518
| +67% | +$1.81M | 0.21% | 76 |
|
2024
Q2 | $2.54M | Buy |
15,800
+9,110
| +136% | +$1.46M | 0.13% | 92 |
|
2024
Q1 | $887K | Buy |
6,690
+230
| +4% | +$30.5K | 0.05% | 136 |
|
2023
Q4 | $721K | Sell |
6,460
-830
| -11% | -$92.7K | 0.04% | 147 |
|
2023
Q3 | $606K | Sell |
7,290
-50
| -0.7% | -$4.15K | 0.04% | 148 |
|
2023
Q2 | $637K | Sell |
7,340
-1,100
| -13% | -$95.4K | 0.04% | 147 |
|
2023
Q1 | $541K | Sell |
8,440
-5,440
| -39% | -$349K | 0.04% | 160 |
|
2022
Q4 | $776K | Sell |
13,880
-120
| -0.9% | -$6.71K | 0.07% | 141 |
|
2022
Q3 | $621K | Sell |
14,000
-100
| -0.7% | -$4.44K | 0.06% | 142 |
|
2022
Q2 | $684K | Buy |
14,100
+290
| +2% | +$14.1K | 0.06% | 138 |
|
2022
Q1 | $869K | Sell |
13,810
-810
| -6% | -$51K | 0.07% | 121 |
|
2021
Q4 | $972K | Buy |
14,620
+1,370
| +10% | +$91.1K | 0.08% | 113 |
|
2021
Q3 | $642K | Sell |
13,250
-200
| -1% | -$9.69K | 0.08% | 89 |
|
2021
Q2 | $641K | Sell |
13,450
-290
| -2% | -$13.8K | 0.07% | 127 |
|
2021
Q1 | $637K | Sell |
13,740
-1,420
| -9% | -$65.8K | 0.08% | 118 |
|
2020
Q4 | $663K | Buy |
15,160
+5,390
| +55% | +$236K | 0.09% | 99 |
|
2020
Q3 | $355K | Buy |
+9,770
| New | +$355K | 0.08% | 92 |
|
2020
Q1 | – | Sell |
-6,500
| Closed | -$205K | – | 126 |
|
2019
Q4 | $205K | Buy |
+6,500
| New | +$205K | 0.05% | 120 |
|