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GGM Wealth Advisors’s Broadcom AVGO Stock Holding History

GGM Wealth Advisors’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 		– Sell
-3,952
Closed -$682K – 141
2024
Q3 		$682K Sell
3,952
-78
-2% -$12.5K 0.29% 63
2024
Q2 		$647K Sell
4,030
-260
-6% -$36.4K 0.3% 64
2024
Q1 		$573K Buy
4,290
+10
+0.2% +$1.24K 0.27% 64
2023
Q4 		$515K Buy
4,280
+50
+1% +$4.73K 0.21% 82
2023
Q3 		$352K Hold
4,230
– – 0.15% 94
2023
Q2 		$373K Buy
+4,230
New +$302K 0.15% 93
2023
Q1 		– Sell
-4,180
Closed -$246K – 65
2022
Q4 		$246K Buy
+4,180
New +$210K 0.13% 116
2022
Q2 		– Sell
-4,110
Closed -$245K – 133
2022
Q1 		$245K Hold
4,110
– – 0.12% 124
2021
Q4 		$255K Hold
4,110
– – 0.2% 83
2021
Q3 		$214K Buy
+4,110
New +$200K 0.17% 88

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

GGM Wealth Advisors's AVGO Position: Q4 2024 in Review

GGM Wealth Advisors sold out of Broadcom (AVGO) in Q4 2024, closing a stake of 3,952 shares — an estimated $682K sold.

GGM Wealth Advisors first reported a position in AVGO in Q3 2021 and held it in 10 quarters. The position peaked at $682K in Q3 2024. 3,914 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

  • GGM Wealth Advisors reported no remaining Broadcom position as of Q4 2024 after selling out during the quarter.
  • GGM Wealth Advisors sold 3,952 Broadcom shares in Q4 2024, an estimated $682K.
  • GGM Wealth Advisors first reported a position in Broadcom in Q3 2021 and held it in 10 quarters.
  • GGM Wealth Advisors's Broadcom position peaked at $682K in Q3 2024.
  • 3,914 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

Based on GGM Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.