Obermeyer Wealth Partners’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$56M Sell
2025
Q1
$34.9M Buy
2024
Q4
$48.1M Sell
2024
Q3
$36.8M Sell
2024
Q2
$34.7M Buy
2024
Q1
$28.6M Buy
2023
Q4
$1.55M Buy
2023
Q3
$1.05M Buy
2023
Q2
$1.08M Hold
2023
Q1
$797K Sell
2022
Q4
$728K Hold
2022
Q3
$578K Sell
2022
Q2
$654K Hold
2022
Q1
$848K Hold
2021
Q4
$896K Buy
2021
Q3
$646K Hold
2021
Q2
$635K Hold
2021
Q1
$618K Buy