SW
SVB Wealth’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.6M | Sell |
270,510
-89,284
| -25% | -$24.6M | 4% | 4 |
|
|
2025
Q1 | $60.2M | Sell |
359,794
-75,684
| -17% | -$12.7M | 2.48% | 4 |
|
|
2024
Q4 | $101M | Buy |
+435,478
| New | +$101M | 1.89% | 5 |
|
|
2024
Q3 | – | Sell |
-46,302
| Closed | -$74.3M | – | 65 |
|
|
2024
Q2 | $74.3M | Buy |
46,302
+84
| +0.2% | +$135K | 1.84% | 5 |
|
|
2024
Q1 | $61.3M | Sell |
46,218
-1,352
| -3% | -$1.79M | 1.37% | 9 |
|
|
2023
Q4 | $53.1M | Buy |
47,570
+4,590
| +11% | +$5.12M | 1.29% | 11 |
|
|
2023
Q3 | $35.7M | Sell |
42,980
-1,284
| -3% | -$1.07M | 0.78% | 21 |
|
|
2023
Q2 | $38.4M | Sell |
44,264
-16,202
| -27% | -$14.1M | 0.69% | 24 |
|
|
2023
Q1 | $38.8M | Sell |
60,466
-4,863
| -7% | -$3.12M | 0.54% | 31 |
|
|
2022
Q4 | $36.5M | Buy |
65,329
+113
| +0.2% | +$63.2K | 0.49% | 36 |
|
|
2022
Q3 | $29M | Buy |
65,216
+2,306
| +4% | +$1.02M | 0.42% | 41 |
|
|
2022
Q2 | $30.6M | Sell |
62,910
-278
| -0.4% | -$135K | 0.47% | 38 |
|
|
2022
Q1 | $39.8M | Buy |
63,188
+173
| +0.3% | +$109K | 0.53% | 31 |
|
|
2021
Q4 | $41.9M | Sell |
63,015
-7,009
| -10% | -$4.66M | 0.69% | 22 |
|
|
2021
Q3 | $34M | Buy |
70,024
+630
| +0.9% | +$306K | 0.44% | 37 |
|
|
2021
Q2 | $33.1M | Sell |
69,394
-1,827
| -3% | -$871K | 0.42% | 39 |
|
|
2021
Q1 | $33M | Sell |
71,221
-1,110
| -2% | -$515K | 0.46% | 34 |
|
|
2020
Q4 | $31.7M | Buy |
72,331
+1,036
| +1% | +$454K | 0.46% | 33 |
|
|
2020
Q3 | $26M | Sell |
71,295
-904
| -1% | -$329K | 0.43% | 37 |
|
|
2020
Q2 | $22.8M | Sell |
72,199
-12,347
| -15% | -$3.9M | 0.42% | 43 |
|
|
2020
Q1 | $20M | Sell |
84,546
-79,416
| -48% | -$18.8M | 0.49% | 34 |
|
|
2019
Q4 | $51.8M | Sell |
163,962
-1,915
| -1% | -$605K | 0.94% | 13 |
|
|
2019
Q3 | $45.8M | Sell |
165,877
-6,035
| -4% | -$1.67M | 0.91% | 16 |
|
|
2019
Q2 | $49.5M | Buy |
171,912
+485
| +0.3% | +$140K | 1.66% | 8 |
|
|
2019
Q1 | $51.6M | Buy |
171,427
+42,230
| +33% | +$12.7M | 2.04% | 7 |
|
|
2018
Q4 | $32.9M | Buy |
129,197
+638
| +0.5% | +$162K | 1.4% | 16 |
|
|
2018
Q3 | $31.7M | Buy |
128,559
+21,700
| +20% | +$5.35M | 1.12% | 21 |
|
|
2018
Q2 | $25.9M | Sell |
106,859
-12,716
| -11% | -$3.09M | 0.99% | 28 |
|
|
2018
Q1 | $28.2M | Sell |
119,575
-506
| -0.4% | -$119K | 1.08% | 24 |
|
|
2017
Q4 | $30.8M | Buy |
120,081
+996
| +0.8% | +$256K | 1.16% | 18 |
|
|
2017
Q3 | $28.9M | Buy |
119,085
+3,112
| +3% | +$755K | 1.11% | 21 |
|
|
2017
Q2 | $27M | Sell |
115,973
-1,059
| -0.9% | -$247K | 1.06% | 22 |
|
|
2017
Q1 | $25.6M | Buy |
117,032
+2,554
| +2% | +$559K | 1.02% | 24 |
|
|
2016
Q4 | $20.2M | Sell |
114,478
-9,311
| -8% | -$1.65M | 0.84% | 38 |
|
|
2016
Q3 | $21.4M | Sell |
123,789
-860
| -0.7% | -$148K | 0.87% | 34 |
|
|
2016
Q2 | $19.4M | Buy |
124,649
+2,292
| +2% | +$356K | 0.79% | 41 |
|
|
2016
Q1 | $18.9M | Buy |
122,357
+9,621
| +9% | +$1.49M | 0.77% | 40 |
|
|
2015
Q4 | $16.4M | Buy |
112,736
+20,339
| +22% | +$2.95M | 0.65% | 53 |
|
|
2015
Q3 | $11.6M | Buy |
92,397
+76,097
| +467% | +$9.51M | 0.45% | 70 |
|
|
2015
Q2 | $2.17M | Buy |
16,300
+14,322
| +724% | +$1.9M | 0.07% | 223 |
|
|
2015
Q1 | $251K | Buy |
+1,978
| New | +$251K | 0.01% | 493 |
|