Glassman Wealth Services’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,490
| Closed | -$948K | – | 345 |
|
|
2023
Q4 | $948K | Buy |
8,490
+350
| +4% | +$33.1K | 0.13% | 53 |
|
|
2023
Q3 | $676K | Buy |
8,140
+1,600
| +24% | +$139K | 0.11% | 59 |
|
|
2023
Q2 | $567K | Sell |
6,540
-20
| -0.3% | -$1.43K | 0.09% | 69 |
|
|
2023
Q1 | $421K | Sell |
6,560
-1,530
| -19% | -$92K | 0.07% | 86 |
|
|
2022
Q4 | $452K | Buy |
8,090
+920
| +13% | +$46.1K | 0.08% | 90 |
|
|
2022
Q3 | $318K | Buy |
7,170
+300
| +4% | +$15.3K | 0.07% | 101 |
|
|
2022
Q2 | $334K | Buy |
6,870
+180
| +3% | +$10.1K | 0.07% | 106 |
|
|
2022
Q1 | $421K | Buy |
6,690
+2,460
| +58% | +$146K | 0.08% | 90 |
|
|
2021
Q4 | $281K | Sell |
4,230
-310
| -7% | -$17.4K | 0.05% | 121 |
|
|
2021
Q3 | $220K | Buy |
4,540
+290
| +7% | +$14.1K | 0.05% | 135 |
|
|
2021
Q2 | $203K | Buy |
4,250
+110
| +3% | +$5.1K | 0.04% | 137 |
|
|
2021
Q1 | $192K | Sell |
4,140
-310
| -7% | -$14.3K | 0.04% | 146 |
|
|
2020
Q4 | $195K | Buy |
4,450
+1,250
| +39% | +$48.7K | 0.05% | 140 |
|
|
2020
Q3 | $117K | Buy |
3,200
+50
| +2% | +$1.68K | 0.03% | 178 |
|
|
2020
Q2 | $99K | Buy |
3,150
+510
| +19% | +$14.3K | 0.03% | 176 |
|
|
2020
Q1 | $63K | Sell |
2,640
-210
| -7% | -$5.92K | 0.02% | 204 |
|
|
2019
Q4 | $90K | Buy |
2,850
+100
| +4% | +$3.04K | 0.03% | 190 |
|
|
2019
Q3 | $76K | Sell |
2,750
-10
| -0.4% | -$284 | 0.03% | 190 |
|
|
2019
Q2 | $79K | Buy |
2,760
+110
| +4% | +$3.21K | 0.03% | 193 |
|
|
2019
Q1 | $80K | Buy |
2,650
+830
| +46% | +$22.5K | 0.03% | 185 |
|
|
2018
Q4 | $46K | Buy |
1,820
+60
| +3% | +$1.42K | 0.02% | 199 |
|
|
2018
Q3 | $43K | Sell |
1,760
-30
| -2% | -$673 | 0.02% | 227 |
|
|
2018
Q2 | $43K | Buy |
+1,790
| New | +$43.9K | 0.02% | 200 |
|
|
2018
Q1 | – | Sell |
-1,530
| Closed | -$39K | – | 735 |
|
|
2017
Q4 | $39K | Hold |
1,530
| – | – | 0.02% | 180 |
|
|
2017
Q3 | $37K | Hold |
1,530
| – | – | 0.02% | 173 |
|
|
2017
Q2 | $36K | Hold |
1,530
| – | – | 0.02% | 174 |
|
|
2017
Q1 | $34K | Sell |
1,530
-450
| -23% | -$9.27K | 0.02% | 194 |
|
|
2016
Q4 | $35K | Buy |
1,980
+980
| +98% | +$17K | 0.02% | 205 |
|
|
2016
Q3 | $17K | Hold |
1,000
| – | – | 0.01% | 245 |
|
|
2016
Q2 | $16K | Hold |
1,000
| – | – | 0.01% | 244 |
|
|
2016
Q1 | $15K | Hold |
1,000
| – | – | 0.01% | 252 |
|
|
2015
Q4 | $15K | Hold |
1,000
| – | – | 0.01% | 257 |
|
|
2015
Q3 | $13K | Sell |
1,000
-2,000
| -67% | -$25.3K | 0.01% | 270 |
|
|
2015
Q2 | $40K | Buy |
3,000
+1,000
| +50% | +$13.1K | 0.03% | 166 |
|
|
2015
Q1 | $25K | Buy |
+2,000
| New | +$22.9K | 0.02% | 204 |
|
Other funds holding AVGO
Glassman Wealth Services's AVGO Position: Q1 2024 in Review
Glassman Wealth Services sold out of Broadcom (AVGO) in Q1 2024, closing a stake of 8,490 shares — an estimated $948K sold.
Glassman Wealth Services first reported a position in AVGO in Q1 2015 and held it in 35 quarters. The position peaked at $948K in Q4 2023. 3,074 funds tracked by Wall St. Rank hold AVGO as of Q1 2024.
- Glassman Wealth Services reported no remaining Broadcom position as of Q1 2024 after selling out during the quarter.
- Glassman Wealth Services sold 8,490 Broadcom shares in Q1 2024, an estimated $948K.
- Glassman Wealth Services first reported a position in Broadcom in Q1 2015 and held it in 35 quarters.
- Glassman Wealth Services's Broadcom position peaked at $948K in Q4 2023.
- 3,074 funds tracked by Wall St. Rank held Broadcom as of Q1 2024.
Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.