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Merriman Wealth Management’s Broadcom AVGO Stock Holding History

Merriman Wealth Management’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 		$1.08M Buy
4,648
+161
+4% +$29.8K 0.04% 83
2024
Q3 		$774K Buy
4,487
+67
+2% +$10.7K 0.03% 116
2024
Q2 		$710K Buy
4,420
+940
+27% +$132K 0.03% 119
2024
Q1 		$461K Buy
3,480
+980
+39% +$121K 0.02% 137
2023
Q4 		$279K Hold
2,500
– – 0.01% 162
2023
Q3 		$208K Buy
2,500
+170
+7% +$14.7K 0.01% 178
2023
Q2 		$202K Buy
+2,330
New +$166K 0.01% 199

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Merriman Wealth Management's AVGO Position: Q4 2024 in Review

Merriman Wealth Management increased its Broadcom (AVGO) stake by 3.6% in Q4 2024, buying an estimated $29.8K and bringing the position to 4,648 shares worth $1.08M. The position accounts for 0.04% of the portfolio, ranked #83.

Merriman Wealth Management first reported a position in AVGO in Q2 2023 and has held it in 7 quarters since. 3,921 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

  • Merriman Wealth Management held 4,648 shares of Broadcom worth $1.08M as of Q4 2024.
  • Merriman Wealth Management bought 161 Broadcom shares in Q4 2024, an estimated $29.8K.
  • Broadcom made up 0.04% of Merriman Wealth Management's portfolio in Q4 2024, its #83 holding.
  • Merriman Wealth Management first reported a position in Broadcom in Q2 2023 and has held it in 7 quarters since.
  • 3,921 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.