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Octavia Wealth Advisors’s Broadcom AVGO Stock Holding History

Octavia Wealth Advisors’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
2026
Q2 		$3.18M Sell
8,422
-4,093
-33% -$1.64M 0.27% 37
2026
Q1 		$3.87M Sell
12,515
-102
-0.8% -$33.6K 0.37% 33
2025
Q4 		$4.37M Buy
12,617
+3,591
+40% +$1.28M 0.42% 34
2025
Q3 		$2.98M Sell
9,026
-125
-1% -$38.3K 0.3% 42
2025
Q2 		$2.52M Sell
9,151
-42
-0.5% -$9.12K 0.29% 40
2025
Q1 		$1.54M Sell
9,193
-395
-4% -$83.6K 0.19% 57
2024
Q4 		$2.22M Buy
9,588
+78
+0.8% +$14.4K 0.27% 42
2024
Q3 		$1.64M Sell
9,510
-10
-0.1% -$1.6K 0.2% 54
2024
Q2 		$1.53M Buy
9,520
+80
+0.8% +$11.2K 0.21% 52
2024
Q1 		$1.25M Sell
9,440
-1,180
-11% -$146K 0.18% 61
2023
Q4 		$1.19M Buy
10,620
+2,590
+32% +$245K 0.21% 68
2023
Q3 		$667K Buy
8,030
+150
+2% +$13K 0.14% 82
2023
Q2 		$683K Sell
7,880
-280
-3% -$20K 0.14% 77
2023
Q1 		$524K Buy
8,160
+440
+6% +$26.5K 0.12% 88
2022
Q4 		$432K Buy
7,720
+30
+0.4% +$1.5K 0.11% 97
2022
Q3 		$341K Sell
7,690
-110
-1% -$5.62K 0.09% 118
2022
Q2 		$380K Sell
7,800
-1,680
-18% -$94.3K 0.1% 110
2022
Q1 		$597K Buy
9,480
+840
+10% +$49.9K 0.13% 88
2021
Q4 		$575K Buy
8,640
+290
+3% +$16.3K 0.12% 92
2021
Q3 		$406K Buy
8,350
+300
+4% +$14.6K 0.1% 110
2021
Q2 		$384K Buy
8,050
+3,710
+85% +$172K 0.1% 111
2021
Q1 		$201K Buy
+4,340
New +$201K 0.06% 161

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return