Oppenheimer & Co’s Broadcom AVGO Stock Holding History

Oppenheimer & Co’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$84.3M	Sell	305,854 -15,565	-5%	-$4.29M	1.12%	10
2025 Q1	$53.8M	Sell	321,419 -4,631	-1%	-$775K	0.81%	16
2024 Q4	$75.6M	Sell	326,050 -628	-0.2%	-$146K	1.13%	11
2024 Q3	$56.4M	Buy	326,678 +218	+0.1%	+$37.6K	0.86%	15
2024 Q2	$52.4M	Buy	326,460 +25,750	+9%	+$4.13M	0.83%	15
2024 Q1	$39.9M	Sell	300,710 -22,800	-7%	-$3.02M	0.66%	18
2023 Q4	$36.1M	Sell	323,510 -4,640	-1%	-$518K	0.66%	17
2023 Q3	$27.3M	Buy	328,150 +27,920	+9%	+$2.32M	0.56%	23
2023 Q2	$26M	Sell	300,230 -50,950	-15%	-$4.42M	0.52%	27
2023 Q1	$22.5M	Sell	351,180 -75,210	-18%	-$4.83M	0.48%	34
2022 Q4	$23.8M	Buy	426,390 +35,850	+9%	+$2M	0.54%	27
2022 Q3	$17.3M	Buy	390,540 +11,410	+3%	+$507K	0.41%	44
2022 Q2	$18.4M	Sell	379,130 -20,740	-5%	-$1.01M	0.4%	45
2022 Q1	$25.2M	Buy	399,870 +9,970	+3%	+$628K	0.45%	33
2021 Q4	$25.9M	Sell	389,900 -11,610	-3%	-$773K	0.45%	33
2021 Q3	$19.5M	Buy	401,510 +77,200	+24%	+$3.74M	0.36%	51
2021 Q2	$15.5M	Buy	324,310 +80,830	+33%	+$3.85M	0.28%	74
2021 Q1	$11.3M	Buy	243,480 +19,230	+9%	+$892K	0.23%	95
2020 Q4	$9.82M	Buy	224,250 +9,910	+5%	+$434K	0.21%	111
2020 Q3	$7.81M	Sell	214,340 -30,490	-12%	-$1.11M	0.2%	110
2020 Q2	$7.73M	Buy	244,830 +7,390	+3%	+$233K	0.2%	101
2020 Q1	$5.63M	Buy	237,440 +74,370	+46%	+$1.76M	0.17%	123
2019 Q4	$5.15M	Buy	163,070 +17,330	+12%	+$548K	0.13%	187
2019 Q3	$4.02M	Sell	145,740 -20,940	-13%	-$578K	0.11%	210
2019 Q2	$4.8M	Sell	166,680 -1,860	-1%	-$53.6K	0.13%	181
2019 Q1	$5.07M	Sell	168,540 -1,280	-0.8%	-$38.5K	0.14%	165
2018 Q4	$4.32M	Buy	169,820 +9,240	+6%	+$235K	0.14%	166
2018 Q3	$3.96M	Buy	160,580 +30,290	+23%	+$747K	0.1%	225
2018 Q2	$3.16M	Sell	130,290 -29,020	-18%	-$704K	0.09%	270
2018 Q1	$3.75M	Sell	159,310 -148,520	-48%	-$3.5M	0.1%	238
2017 Q4	$7.91M	Sell	307,830 -37,580	-11%	-$965K	0.2%	110
2017 Q3	$8.38M	Buy	345,410 +18,760	+6%	+$455K	0.22%	99
2017 Q2	$7.61M	Buy	326,650 +90,930	+39%	+$2.12M	0.21%	108
2017 Q1	$5.16M	Sell	235,720 -203,850	-46%	-$4.46M	0.15%	162
2016 Q4	$7.77M	Buy	439,570 +5,420	+1%	+$95.8K	0.23%	101
2016 Q3	$7.49M	Buy	434,150 +184,030	+74%	+$3.17M	0.22%	101
2016 Q2	$3.89M	Buy	250,120 +81,320	+48%	+$1.26M	0.12%	211
2016 Q1	$2.61M	Buy	168,800 +33,420	+25%	+$516K	0.08%	291
2015 Q4	$1.97M	Buy	135,380 +88,670	+190%	+$1.29M	0.06%	359
2015 Q3	$584K	Buy	46,710 +16,440	+54%	+$206K	0.02%	755
2015 Q2	$402K	Sell	30,270 -86,170	-74%	-$1.14M	0.01%	972
2015 Q1	$1.48M	Buy	116,440 +14,080	+14%	+$179K	0.04%	508
2014 Q4	$1.03M	Buy	102,360 +21,890	+27%	+$220K	0.03%	593
2014 Q3	$700K	Buy	80,470 +12,520	+18%	+$109K	0.02%	726
2014 Q2	$490K	Buy	67,950 +20,520	+43%	+$148K	0.01%	862
2014 Q1	$305K	Sell	47,430 -12,660	-21%	-$81.4K	0.01%	1033
2013 Q4	$318K	Sell	60,090 -53,150	-47%	-$281K	0.01%	986
2013 Q3	$488K	Buy	+113,240	New	+$488K	0.02%	771