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 |
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2025
Q1 | $34.9M | Buy |
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2024
Q4 | $48.1M | Sell |
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2024
Q3 | $36.8M | Sell |
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2024
Q2 | $34.7M | Buy |
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2024
Q1 | $28.6M | Buy |
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2023
Q4 | $1.55M | Buy |
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2023
Q3 | $1.05M | Buy |
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2023
Q2 | $1.08M | Hold |
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2023
Q1 | $797K | Sell |
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2022
Q4 | $728K | Hold |
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2022
Q3 | $578K | Sell |
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2022
Q2 | $654K | Hold |
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2022
Q1 | $848K | Hold |
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2021
Q4 | $896K | Buy |
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2021
Q3 | $646K | Hold |
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2021
Q2 | $635K | Hold |
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2021
Q1 | $618K | Buy |
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