Lowe Wealth Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $29.7K | Buy |
90
+40
| +80% | +$12.3K | 0.01% | 178 |
|
|
2025
Q2 | $13.8K | Sell |
50
-10
| -17% | -$2.17K | 0.01% | 231 |
|
|
2025
Q1 | $10K | Hold |
60
| – | – | ﹤0.01% | 248 |
|
|
2024
Q4 | $13.9K | Buy |
60
+10
| +20% | +$1.85K | 0.01% | 208 |
|
|
2024
Q3 | $8.63K | Hold |
50
| – | – | ﹤0.01% | 230 |
|
|
2024
Q2 | $8.03K | Hold |
50
| – | – | ﹤0.01% | 231 |
|
|
2024
Q1 | $6.63K | Hold |
50
| – | – | ﹤0.01% | 235 |
|
|
2023
Q4 | $5.58K | Hold |
50
| – | – | ﹤0.01% | 244 |
|
|
2023
Q3 | $4.15K | Sell |
50
-260
| -84% | -$22.5K | ﹤0.01% | 243 |
|
|
2023
Q2 | $27K | Hold |
310
| – | – | 0.01% | 139 |
|
|
2023
Q1 | $19.9K | Hold |
310
| – | – | 0.01% | 150 |
|
|
2022
Q4 | $17.2K | Hold |
310
| – | – | 0.01% | 165 |
|
|
2022
Q3 | $14K | Buy |
310
+10
| +3% | +$511 | 0.01% | 170 |
|
|
2022
Q2 | $15K | Hold |
300
| – | – | 0.01% | 155 |
|
|
2022
Q1 | $19K | Hold |
300
| – | – | 0.01% | 152 |
|
|
2021
Q4 | $20K | Hold |
300
| – | – | 0.01% | 149 |
|
|
2021
Q3 | $14K | Hold |
300
| – | – | 0.01% | 162 |
|
|
2021
Q2 | $14K | Hold |
300
| – | – | 0.01% | 161 |
|
|
2021
Q1 | $14K | Buy |
300
+10
| +3% | +$462 | 0.01% | 153 |
|
|
2020
Q4 | $13K | Hold |
290
| – | – | 0.01% | 153 |
|
|
2020
Q3 | $11K | Hold |
290
| – | – | 0.01% | 157 |
|
|
2020
Q2 | $9K | Hold |
290
| – | – | 0.01% | 159 |
|
|
2020
Q1 | $7K | Sell |
290
-40
| -12% | -$1.13K | ﹤0.01% | 168 |
|
|
2019
Q4 | $11K | Hold |
330
| – | – | 0.01% | 153 |
|
|
2019
Q3 | $9K | Hold |
330
| – | – | 0.01% | 159 |
|
|
2019
Q2 | $9K | Sell |
330
-90
| -21% | -$2.62K | 0.01% | 165 |
|
|
2019
Q1 | $12K | Hold |
420
| – | – | 0.01% | 132 |
|
|
2018
Q4 | $11K | Sell |
420
-650
| -61% | -$15.3K | 0.01% | 132 |
|
|
2018
Q3 | $26K | Buy |
1,070
+650
| +155% | +$14.6K | 0.02% | 98 |
|
|
2018
Q2 | $10K | Sell |
420
-150
| -26% | -$3.68K | 0.01% | 139 |
|
|
2018
Q1 | $13K | Hold |
570
| – | – | 0.01% | 132 |
|
|
2017
Q4 | $15K | Sell |
570
-150
| -21% | -$3.9K | 0.01% | 131 |
|
|
2017
Q3 | $17K | Buy |
720
+10
| +1% | +$247 | 0.01% | 118 |
|
|
2017
Q2 | $17K | Hold |
710
| – | – | 0.01% | 105 |
|
|
2017
Q1 | $16K | Hold |
710
| – | – | 0.01% | 110 |
|
|
2016
Q4 | $13K | Hold |
710
| – | – | 0.01% | 120 |
|
|
2016
Q3 | $12K | Hold |
710
| – | – | 0.01% | 131 |
|
|
2016
Q2 | $11K | Hold |
710
| – | – | 0.01% | 128 |
|
|
2016
Q1 | $11K | Buy |
710
+210
| +42% | +$2.84K | 0.01% | 123 |
|
|
2015
Q4 | $7K | Hold |
500
| – | – | ﹤0.01% | 144 |
|
|
2015
Q3 | $6K | Hold |
500
| – | – | ﹤0.01% | 145 |
|
|
2015
Q2 | $7K | Hold |
500
| – | – | ﹤0.01% | 144 |
|
|
2015
Q1 | $6K | Hold |
500
| – | – | ﹤0.01% | 144 |
|
|
2014
Q4 | $5K | Buy |
+500
| New | +$4.47K | ﹤0.01% | 139 |
|
Other funds holding AVGO
