Linscomb Wealth’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.5M | Sell |
157,932
-87
| -0.1% | -$24K | 2% | 9 |
|
|
2025
Q1 | $26.5M | Sell |
158,019
-5,675
| -3% | -$950K | 1.32% | 13 |
|
|
2024
Q4 | $38M | Sell |
163,694
-2,853
| -2% | -$661K | 1.89% | 12 |
|
|
2024
Q3 | $28.7M | Sell |
166,547
-7,093
| -4% | -$1.22M | 1.42% | 13 |
|
|
2024
Q2 | $27.9M | Sell |
173,640
-3,800
| -2% | -$610K | 1.44% | 13 |
|
|
2024
Q1 | $23.5M | Sell |
177,440
-6,910
| -4% | -$916K | 1.21% | 13 |
|
|
2023
Q4 | $20.6M | Sell |
184,350
-13,300
| -7% | -$1.48M | 1.13% | 13 |
|
|
2023
Q3 | $16.4M | Sell |
197,650
-9,520
| -5% | -$791K | 0.96% | 14 |
|
|
2023
Q2 | $18M | Sell |
207,170
-14,740
| -7% | -$1.28M | 0.97% | 14 |
|
|
2023
Q1 | $14.2M | Sell |
221,910
-19,480
| -8% | -$1.25M | 0.75% | 17 |
|
|
2022
Q4 | $13.5M | Buy |
241,390
+16,950
| +8% | +$948K | 0.69% | 19 |
|
|
2022
Q3 | $9.97M | Buy |
224,440
+2,770
| +1% | +$123K | 0.61% | 38 |
|
|
2022
Q2 | $10.8M | Sell |
221,670
-14,010
| -6% | -$681K | 0.62% | 35 |
|
|
2022
Q1 | $14.8M | Buy |
235,680
+2,590
| +1% | +$163K | 0.71% | 19 |
|
|
2021
Q4 | $15.5M | Buy |
233,090
+160
| +0.1% | +$10.6K | 0.74% | 18 |
|
|
2021
Q3 | $11.3M | Sell |
232,930
-4,790
| -2% | -$232K | 0.58% | 33 |
|
|
2021
Q2 | $11.3M | Buy |
237,720
+7,100
| +3% | +$339K | 0.58% | 36 |
|
|
2021
Q1 | $10.7M | Buy |
230,620
+2,420
| +1% | +$112K | 0.58% | 36 |
|
|
2020
Q4 | $9.99M | Sell |
228,200
-1,450
| -0.6% | -$63.5K | 0.6% | 31 |
|
|
2020
Q3 | $8.37M | Buy |
229,650
+10,600
| +5% | +$386K | 0.58% | 36 |
|
|
2020
Q2 | $6.91M | Buy |
219,050
+36,410
| +20% | +$1.15M | 0.51% | 47 |
|
|
2020
Q1 | $4.33M | Buy |
182,640
+24,680
| +16% | +$585K | 0.38% | 54 |
|
|
2019
Q4 | $4.99M | Buy |
157,960
+1,790
| +1% | +$56.6K | 0.33% | 59 |
|
|
2019
Q3 | $4.31M | Buy |
156,170
+9,100
| +6% | +$251K | 0.35% | 60 |
|
|
2019
Q2 | $4.23M | Buy |
147,070
+4,290
| +3% | +$124K | 0.35% | 58 |
|
|
2019
Q1 | $4.29M | Buy |
142,780
+13,360
| +10% | +$402K | 0.36% | 52 |
|
|
2018
Q4 | $3.29M | Buy |
129,420
+10,530
| +9% | +$268K | 0.31% | 57 |
|
|
2018
Q3 | $2.93M | Buy |
+118,890
| New | +$2.93M | 0.24% | 73 |
|
|
2018
Q1 | – | Sell |
-7,890
| Closed | -$203K | – | 269 |
|
|
2017
Q4 | $203K | Sell |
7,890
-2,330
| -23% | -$59.9K | 0.02% | 268 |
|
|
2017
Q3 | $248K | Buy |
+10,220
| New | +$248K | 0.02% | 234 |
|