SlateStone Wealth’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.22M | Sell |
16,478
-24
| -0.1% | -$9.6K | 0.48% | 62 |
|
|
2026
Q1 | $5.11M | Buy |
16,502
+150
| +0.9% | +$49.4K | 0.42% | 65 |
|
|
2025
Q4 | $5.66M | Buy |
16,352
+1,310
| +9% | +$468K | 0.47% | 59 |
|
|
2025
Q3 | $4.96M | Buy |
15,042
+1,214
| +9% | +$372K | 0.43% | 67 |
|
|
2025
Q2 | $3.81M | Buy |
13,828
+278
| +2% | +$60.4K | 0.36% | 74 |
|
|
2025
Q1 | $2.27M | Sell |
13,550
-282
| -2% | -$59.7K | 0.23% | 93 |
|
|
2024
Q4 | $3.21M | Buy |
13,832
+47
| +0.3% | +$8.69K | 0.31% | 82 |
|
|
2024
Q3 | $2.38M | Buy |
13,785
+5
| +0% | +$802 | 0.21% | 94 |
|
|
2024
Q2 | $2.21M | Buy |
13,780
+800
| +6% | +$112K | 0.24% | 87 |
|
|
2024
Q1 | $1.72M | Sell |
12,980
-60
| -0.5% | -$7.43K | 0.17% | 108 |
|
|
2023
Q4 | $1.46M | Buy |
13,040
+600
| +5% | +$56.8K | 0.19% | 100 |
|
|
2023
Q3 | $1.03M | Sell |
12,440
-230
| -2% | -$19.9K | 0.15% | 113 |
|
|
2023
Q2 | $1.1M | Sell |
12,670
-500
| -4% | -$35.7K | 0.21% | 89 |
|
|
2023
Q1 | $845K | Buy |
13,170
+3,440
| +35% | +$207K | 0.18% | 101 |
|
|
2022
Q4 | $544K | Sell |
9,730
-340
| -3% | -$17K | 0.13% | 110 |
|
|
2022
Q3 | $447K | Buy |
10,070
+50
| +0.5% | +$2.55K | 0.12% | 118 |
|
|
2022
Q2 | $487K | Buy |
10,020
+1,050
| +12% | +$58.9K | 0.12% | 110 |
|
|
2022
Q1 | $565K | Sell |
8,970
-11,330
| -56% | -$673K | 0.13% | 109 |
|
|
2021
Q4 | $1.35M | Buy |
20,300
+770
| +4% | +$43.3K | 0.29% | 72 |
|
|
2021
Q3 | $947K | Buy |
19,530
+1,680
| +9% | +$81.7K | 0.22% | 90 |
|
|
2021
Q2 | $851K | Sell |
17,850
-110
| -0.6% | -$5.1K | 0.19% | 93 |
|
|
2021
Q1 | $833K | Buy |
17,960
+590
| +3% | +$27.3K | 0.21% | 91 |
|
|
2020
Q4 | $761K | Sell |
17,370
-41,800
| -71% | -$1.63M | 0.19% | 95 |
|
|
2020
Q3 | $2.16M | Buy |
59,170
+4,270
| +8% | +$143K | 0.47% | 57 |
|
|
2020
Q2 | $1.73M | Buy |
+54,900
| New | +$1.54M | 0.39% | 69 |
|
|
2019
Q4 | – | Sell |
-7,460
| Closed | -$206K | – | 212 |
|
|
2019
Q3 | $206K | Sell |
7,460
-1,590
| -18% | -$45.2K | 0.06% | 164 |
|
|
2019
Q2 | $261K | Sell |
9,050
-1,990
| -18% | -$58K | 0.07% | 152 |
|
|
2019
Q1 | $332K | Buy |
+11,040
| New | +$299K | 0.1% | 125 |
|
Other funds holding AVGO
SlateStone Wealth's AVGO Position: Q2 2026 in Review
SlateStone Wealth reduced its Broadcom (AVGO) stake by 0.15% in Q2 2026, selling an estimated $9.6K and leaving 16,478 shares worth $6.22M. The position accounts for 0.48% of the portfolio, ranked #62.
SlateStone Wealth first reported a position in AVGO in Q1 2019 and has held it in 28 quarters since. 4,875 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- SlateStone Wealth held 16,478 shares of Broadcom worth $6.22M as of Q2 2026.
- SlateStone Wealth sold 24 Broadcom shares in Q2 2026, an estimated $9.6K.
- Broadcom made up 0.48% of SlateStone Wealth's portfolio in Q2 2026, its #62 holding.
- SlateStone Wealth first reported a position in Broadcom in Q1 2019 and has held it in 28 quarters since.
- 4,875 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.