OWP
Obermeyer Wealth Partners’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56M | Sell |
203,070
-5,121
| -2% | -$1.41M | 2.79% | 14 |
|
|
2025
Q1 | $34.9M | Buy |
208,191
+778
| +0.4% | +$130K | 1.86% | 18 |
|
|
2024
Q4 | $48.1M | Sell |
207,413
-5,860
| -3% | -$1.36M | 2.5% | 12 |
|
|
2024
Q3 | $36.8M | Buy |
213,273
+191,630
| +885% | +$33.1M | 1.97% | 17 |
|
|
2024
Q2 | $34.7M | Buy |
21,643
+35
| +0.2% | +$56.2K | 1.99% | 14 |
|
|
2024
Q1 | $28.6M | Buy |
21,608
+20,220
| +1,457% | +$26.8M | 1.69% | 21 |
|
|
2023
Q4 | $1.55M | Buy |
1,388
+120
| +9% | +$134K | 0.11% | 58 |
|
|
2023
Q3 | $1.05M | Buy |
1,268
+26
| +2% | +$21.6K | 0.08% | 62 |
|
|
2023
Q2 | $1.08M | Hold |
1,242
| – | – | 0.08% | 65 |
|
|
2023
Q1 | $797K | Sell |
1,242
-60
| -5% | -$38.5K | 0.06% | 80 |
|
|
2022
Q4 | $728K | Hold |
1,302
| – | – | 0.06% | 87 |
|
|
2022
Q3 | $578K | Sell |
1,302
-45
| -3% | -$20K | 0.05% | 99 |
|
|
2022
Q2 | $654K | Hold |
1,347
| – | – | 0.05% | 90 |
|
|
2022
Q1 | $848K | Hold |
1,347
| – | – | 0.05% | 85 |
|
|
2021
Q4 | $896K | Buy |
1,347
+15
| +1% | +$9.98K | 0.05% | 83 |
|
|
2021
Q3 | $646K | Hold |
1,332
| – | – | 0.04% | 103 |
|
|
2021
Q2 | $635K | Hold |
1,332
| – | – | 0.04% | 108 |
|
|
2021
Q1 | $618K | Buy |
+1,332
| New | +$618K | 0.04% | 106 |
|