OAM
Oppenheimer Asset Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.4M | Buy |
251,624
+10,473
| +4% | +$2.89M | 0.8% | 19 |
|
|
2025
Q1 | $40.4M | Sell |
241,151
-41,967
| -15% | -$7.03M | 0.5% | 39 |
|
|
2024
Q4 | $65.6M | Sell |
283,118
-33,961
| -11% | -$7.87M | 0.8% | 19 |
|
|
2024
Q3 | $54.7M | Buy |
317,079
+282,911
| +828% | +$48.8M | 0.66% | 23 |
|
|
2024
Q2 | $54.9M | Sell |
34,168
-1,132
| -3% | -$1.82M | 0.7% | 21 |
|
|
2024
Q1 | $46.8M | Sell |
35,300
-6,213
| -15% | -$8.23M | 0.69% | 25 |
|
|
2023
Q4 | $46.3M | Sell |
41,513
-10,062
| -20% | -$11.2M | 0.64% | 27 |
|
|
2023
Q3 | $42.8M | Sell |
51,575
-6,349
| -11% | -$5.27M | 0.66% | 31 |
|
|
2023
Q2 | $50.2M | Sell |
57,924
-19,605
| -25% | -$17M | 0.74% | 25 |
|
|
2023
Q1 | $49.7M | Sell |
77,529
-4,290
| -5% | -$2.75M | 0.77% | 22 |
|
|
2022
Q4 | $45.7M | Sell |
81,819
-1,470
| -2% | -$822K | 0.74% | 22 |
|
|
2022
Q3 | $37M | Buy |
83,289
+1,239
| +2% | +$550K | 0.65% | 29 |
|
|
2022
Q2 | $39.9M | Buy |
82,050
+1,635
| +2% | +$794K | 0.67% | 30 |
|
|
2022
Q1 | $50.6M | Buy |
80,415
+3,487
| +5% | +$2.2M | 0.72% | 23 |
|
|
2021
Q4 | $51.2M | Sell |
76,928
-554
| -0.7% | -$369K | 0.68% | 29 |
|
|
2021
Q3 | $37.6M | Buy |
77,482
+632
| +0.8% | +$306K | 0.53% | 37 |
|
|
2021
Q2 | $36.6M | Buy |
76,850
+4,688
| +6% | +$2.24M | 0.52% | 35 |
|
|
2021
Q1 | $33.5M | Buy |
72,162
+980
| +1% | +$454K | 0.52% | 35 |
|
|
2020
Q4 | $31.2M | Buy |
71,182
+4,223
| +6% | +$1.85M | 0.52% | 38 |
|
|
2020
Q3 | $24.4M | Buy |
66,959
+15,326
| +30% | +$5.58M | 0.47% | 48 |
|
|
2020
Q2 | $16.3M | Buy |
51,633
+6,039
| +13% | +$1.91M | 0.34% | 67 |
|
|
2020
Q1 | $10.8M | Buy |
45,594
+9,715
| +27% | +$2.3M | 0.27% | 98 |
|
|
2019
Q4 | $11.3M | Sell |
35,879
-412
| -1% | -$130K | 0.24% | 97 |
|
|
2019
Q3 | $10M | Buy |
36,291
+19,720
| +119% | +$5.44M | 0.22% | 107 |
|
|
2019
Q2 | $4.77M | Sell |
16,571
-804
| -5% | -$231K | 0.11% | 237 |
|
|
2019
Q1 | $5.23M | Buy |
17,375
+57
| +0.3% | +$17.1K | 0.12% | 214 |
|
|
2018
Q4 | $4.4M | Sell |
17,318
-3,283
| -16% | -$835K | 0.11% | 219 |
|
|
2018
Q3 | $5.08M | Sell |
20,601
-2,207
| -10% | -$545K | 0.11% | 218 |
|
|
2018
Q2 | $5.53M | Buy |
22,808
+154
| +0.7% | +$37.4K | 0.14% | 184 |
|
|
2018
Q1 | $5.34M | Buy |
22,654
+4,029
| +22% | +$949K | 0.13% | 190 |
|
|
2017
Q4 | $4.52M | Hold |
18,625
| – | – | 0.12% | 193 |
|
|
2017
Q3 | $4.52M | Buy |
18,625
+1,616
| +10% | +$392K | 0.12% | 195 |
|
|
2017
Q2 | $3.96M | Sell |
17,009
-1,439
| -8% | -$335K | 0.11% | 219 |
|
|
2017
Q1 | $4.04M | Buy |
+18,448
| New | +$4.04M | 0.12% | 207 |
|