Global Financial Private Client’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$691K Buy
1,829
+97
+6% +$38.9K 0.19% 136
2026
Q1
$536K Buy
1,732
+70
+4% +$23K 0.18% 143
2025
Q4
$575K Buy
1,662
+54
+3% +$19.3K 0.2% 132
2025
Q3
$530K Buy
1,608
+203
+14% +$62.3K 0.19% 136
2025
Q2
$387K Buy
1,405
+217
+18% +$47.1K 0.15% 160
2025
Q1
$199K Buy
1,188
+42
+4% +$8.89K 0.08% 198
2024
Q4
$266K Sell
1,146
-4
-0.3% -$740 0.1% 179
2024
Q3
$198K Buy
1,150
+510
+80% +$81.8K 0.08% 196
2024
Q2
$103K Hold
640
0.04% 231
2024
Q1
$86.4K Sell
640
-220
-26% -$27.3K 0.04% 256
2023
Q4
$96K Hold
860
0.04% 233
2023
Q3
$71.8K Buy
860
+20
+2% +$1.73K 0.04% 248
2023
Q2
$73.6K Hold
840
0.04% 253
2023
Q1
$54K Buy
840
+400
+91% +$24.1K 0.03% 273
2022
Q4
$24.6K Buy
440
+50
+13% +$2.51K 0.01% 344
2022
Q3
$17.8K Hold
390
0.01% 364
2022
Q2
$18.6K Sell
390
-20
-5% -$1.12K 0.01% 351
2022
Q1
$25.8K Hold
410
0.01% 329
2021
Q4
$27.4K Hold
410
0.01% 317
2021
Q3
$20.1K Hold
410
0.01% 306
2021
Q2
$19.3K Hold
410
0.01% 310
2021
Q1
$19.6K Hold
410
0.01% 280
2020
Q4
$18K Buy
410
+20
+5% +$780 0.01% 271
2020
Q3
$14.4K Sell
390
-300
-43% -$10K 0.01% 281
2020
Q2
$21.7K Sell
690
-2,720
-80% -$76.1K 0.02% 287
2020
Q1
$76.3K Hold
3,410
0.08% 168
2019
Q4
$108K Buy
+3,410
New +$104K 0.09% 156

Other funds holding AVGO

Global Financial Private Client's AVGO Position: Q2 2026 in Review

Global Financial Private Client increased its Broadcom (AVGO) stake by 5.6% in Q2 2026, buying an estimated $38.9K and bringing the position to 1,829 shares worth $691K. The position accounts for 0.19% of the portfolio, ranked #136.

Global Financial Private Client first reported a position in AVGO in Q4 2019 and has held it in 27 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Global Financial Private Client held 1,829 shares of Broadcom worth $691K as of Q2 2026.
  • Global Financial Private Client bought 97 Broadcom shares in Q2 2026, an estimated $38.9K.
  • Broadcom made up 0.19% of Global Financial Private Client's portfolio in Q2 2026, its #136 holding.
  • Global Financial Private Client first reported a position in Broadcom in Q4 2019 and has held it in 27 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.