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Proquility Private Wealth Partners’s Broadcom AVGO Stock Holding History

Proquility Private Wealth Partners’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
2025
Q1 		$2.78M Sell
16,580
-5,211
-24% -$1.1M 0.86% 42
2024
Q4 		$5.05M Sell
21,791
-294
-1% -$54.4K 1.63% 17
2024
Q3 		$3.81M Sell
22,085
-345
-2% -$55.3K 1.22% 26
2024
Q2 		$3.6M Sell
22,430
-20
-0.1% -$2.8K 1.23% 27
2024
Q1 		$2.98M Sell
22,450
-5,930
-21% -$735K 1.02% 33
2023
Q4 		$3.17M Sell
28,380
-28,890
-50% -$2.74M 1.2% 27
2023
Q3 		$4.76M Sell
57,270
-1,410
-2% -$122K 1.95% 14
2023
Q2 		$5.09M Sell
58,680
-1,770
-3% -$126K 1.99% 12
2023
Q1 		$3.88M Sell
60,450
-4,880
-7% -$294K 1.54% 19
2022
Q4 		$3.65M Buy
65,330
+240
+0.4% +$12K 1.5% 20
2022
Q3 		$2.89M Buy
65,090
+1,740
+3% +$88.9K 1.33% 23
2022
Q2 		$3.08M Buy
63,350
+590
+0.9% +$33.1K 1.32% 22
2022
Q1 		$3.59M Sell
62,760
-2,660
-4% -$158K 1.5% 18
2021
Q4 		$3.87M Sell
65,420
-7,710
-11% -$433K 1.36% 19
2021
Q3 		$3.55M Buy
73,130
+1,820
+3% +$88.5K 1.34% 22
2021
Q2 		$3.4M Buy
71,310
+1,960
+3% +$90.8K 1.28% 24
2021
Q1 		$3.22M Buy
69,350
+8,920
+15% +$412K 1.28% 23
2020
Q4 		$2.65M Buy
+60,430
New +$2.36M 1.21% 25

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Proquility Private Wealth Partners's AVGO Position: Q1 2025 in Review

Proquility Private Wealth Partners reduced its Broadcom (AVGO) stake by 24% in Q1 2025, selling an estimated $1.1M and leaving 16,580 shares worth $2.78M. The position accounts for 0.86% of the portfolio, ranked #42.

Proquility Private Wealth Partners first reported a position in AVGO in Q4 2020 and has held it in 18 quarters since. The position peaked at $5.09M in Q2 2023. 3,815 funds tracked by Wall St. Rank hold AVGO as of Q1 2025.

  • Proquility Private Wealth Partners held 16,580 shares of Broadcom worth $2.78M as of Q1 2025.
  • Proquility Private Wealth Partners sold 5,211 Broadcom shares in Q1 2025, an estimated $1.1M.
  • Broadcom made up 0.86% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #42 holding.
  • Proquility Private Wealth Partners first reported a position in Broadcom in Q4 2020 and has held it in 18 quarters since.
  • Proquility Private Wealth Partners's Broadcom position peaked at $5.09M in Q2 2023.
  • 3,815 funds tracked by Wall St. Rank held Broadcom as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.