NewEdge 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 | $129M | Buy |
426,127
+55,739
| +15% | +$16.9M | 2.03% | 6 |
|
|
2025
Q1 | $62M | Sell |
370,388
-58,249
| -14% | -$9.75M | 1.12% | 13 |
|
|
2024
Q4 | $99.4M | Buy |
428,637
+25,296
| +6% | +$5.86M | 1.72% | 7 |
|
|
2024
Q3 | $69.6M | Buy |
403,341
+54,961
| +16% | +$9.48M | 1.26% | 9 |
|
|
2024
Q2 | $55.9M | Sell |
348,380
-160,860
| -32% | -$25.8M | 1.21% | 11 |
|
|
2024
Q1 | $63.1M | Buy |
509,240
+38,570
| +8% | +$4.78M | 1.41% | 7 |
|
|
2023
Q4 | $52.5M | Buy |
470,670
+27,780
| +6% | +$3.1M | 1.34% | 9 |
|
|
2023
Q3 | $36.8M | Buy |
442,890
+31,560
| +8% | +$2.62M | 1.17% | 11 |
|
|
2023
Q2 | $35.7M | Buy |
411,330
+338,270
| +463% | +$29.3M | 1.19% | 11 |
|
|
2023
Q1 | $4.69M | Sell |
73,060
-12,330
| -14% | -$791K | 0.18% | 126 |
|
|
2022
Q4 | $4.77M | Buy |
85,390
+3,530
| +4% | +$197K | 0.21% | 113 |
|
|
2022
Q3 | $3.64M | Buy |
81,860
+6,270
| +8% | +$278K | 0.17% | 127 |
|
|
2022
Q2 | $3.67M | Buy |
75,590
+40,210
| +114% | +$1.95M | 0.17% | 126 |
|
|
2022
Q1 | $2.23M | Buy |
35,380
+18,840
| +114% | +$1.19M | 0.1% | 145 |
|
|
2021
Q4 | $1.1M | Buy |
16,540
+3,390
| +26% | +$226K | 0.05% | 224 |
|
|
2021
Q3 | $638K | Buy |
13,150
+20
| +0.2% | +$970 | 0.04% | 208 |
|
|
2021
Q2 | $626K | Buy |
13,130
+2,330
| +22% | +$111K | 0.05% | 200 |
|
|
2021
Q1 | $501K | Buy |
+10,800
| New | +$501K | 0.05% | 219 |
|