SVB 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
Q1 | $43.1M | Sell |
139,375
-35,592
| -20% | -$11.7M | 2.84% | 7 |
|
|
2025
Q4 | $60.6M | Sell |
174,967
-80,538
| -32% | -$28.8M | 3.57% | 4 |
|
|
2025
Q3 | $84.3M | Sell |
255,505
-15,005
| -6% | -$4.6M | 4.54% | 4 |
|
|
2025
Q2 | $74.6M | Sell |
270,510
-89,284
| -25% | -$19.4M | 4% | 4 |
|
|
2025
Q1 | $60.2M | Sell |
359,794
-75,684
| -17% | -$16M | 2.48% | 4 |
|
|
2024
Q4 | $101M | Buy |
+435,478
| New | +$80.5M | 1.89% | 5 |
|
|
2024
Q3 | – | Sell |
-463,020
| Closed | -$74.3M | – | 65 |
|
|
2024
Q2 | $74.3M | Buy |
463,020
+840
| +0.2% | +$118K | 1.84% | 5 |
|
|
2024
Q1 | $61.3M | Sell |
462,180
-13,520
| -3% | -$1.68M | 1.37% | 9 |
|
|
2023
Q4 | $53.1M | Buy |
475,700
+45,900
| +11% | +$4.35M | 1.29% | 11 |
|
|
2023
Q3 | $35.7M | Sell |
429,800
-12,840
| -3% | -$1.11M | 0.78% | 21 |
|
|
2023
Q2 | $38.4M | Sell |
442,640
-162,020
| -27% | -$11.6M | 0.69% | 24 |
|
|
2023
Q1 | $38.8M | Sell |
604,660
-48,630
| -7% | -$2.93M | 0.54% | 31 |
|
|
2022
Q4 | $36.5M | Buy |
653,290
+1,130
| +0.2% | +$56.7K | 0.49% | 36 |
|
|
2022
Q3 | $29M | Buy |
652,160
+23,060
| +4% | +$1.18M | 0.42% | 41 |
|
|
2022
Q2 | $30.6M | Sell |
629,100
-2,780
| -0.4% | -$156K | 0.47% | 38 |
|
|
2022
Q1 | $39.8M | Buy |
631,880
+1,730
| +0.3% | +$103K | 0.53% | 31 |
|
|
2021
Q4 | $41.9M | Sell |
630,150
-70,090
| -10% | -$3.94M | 0.69% | 22 |
|
|
2021
Q3 | $34M | Buy |
700,240
+6,300
| +0.9% | +$306K | 0.44% | 37 |
|
|
2021
Q2 | $33.1M | Sell |
693,940
-18,270
| -3% | -$847K | 0.42% | 39 |
|
|
2021
Q1 | $33M | Sell |
712,210
-11,100
| -2% | -$513K | 0.46% | 34 |
|
|
2020
Q4 | $31.7M | Buy |
723,310
+10,360
| +1% | +$404K | 0.46% | 33 |
|
|
2020
Q3 | $26M | Sell |
712,950
-9,040
| -1% | -$303K | 0.43% | 37 |
|
|
2020
Q2 | $22.8M | Sell |
721,990
-123,470
| -15% | -$3.46M | 0.42% | 43 |
|
|
2020
Q1 | $20M | Sell |
845,460
-794,160
| -48% | -$22.4M | 0.49% | 34 |
|
|
2019
Q4 | $51.8M | Sell |
1,639,620
-19,150
| -1% | -$581K | 0.94% | 13 |
|
|
2019
Q3 | $45.8M | Sell |
1,658,770
-60,350
| -4% | -$1.72M | 0.91% | 16 |
|
|
2019
Q2 | $49.5M | Buy |
1,719,120
+4,850
| +0.3% | +$141K | 1.66% | 8 |
|
|
2019
Q1 | $51.5M | Buy |
1,714,270
+422,300
| +33% | +$11.4M | 2.04% | 7 |
|
|
2018
Q4 | $32.9M | Buy |
1,291,970
+6,380
| +0.5% | +$151K | 1.4% | 16 |
|
|
2018
Q3 | $31.7M | Buy |
1,285,590
+217,000
| +20% | +$4.87M | 1.12% | 21 |
|
|
2018
Q2 | $25.9M | Sell |
1,068,590
-127,160
| -11% | -$3.12M | 0.99% | 28 |
|
|
2018
Q1 | $28.2M | Sell |
1,195,750
-5,060
| -0.4% | -$127K | 1.08% | 24 |
|
|
2017
Q4 | $30.8M | Buy |
1,200,810
+9,960
| +0.8% | +$259K | 1.16% | 18 |
|
|
2017
Q3 | $28.9M | Buy |
1,190,850
+31,120
| +3% | +$769K | 1.11% | 21 |
|
|
2017
Q2 | $27M | Sell |
1,159,730
-10,590
| -0.9% | -$246K | 1.06% | 22 |
|
|
2017
Q1 | $25.6M | Buy |
1,170,320
+25,540
| +2% | +$526K | 1.02% | 24 |
|
|
2016
Q4 | $20.2M | Sell |
1,144,780
-93,110
| -8% | -$1.61M | 0.84% | 38 |
|
|
2016
Q3 | $21.4M | Sell |
1,237,890
-8,600
| -0.7% | -$144K | 0.87% | 34 |
|
|
2016
Q2 | $19.4M | Buy |
1,246,490
+22,920
| +2% | +$349K | 0.79% | 41 |
|
|
2016
Q1 | $18.9M | Buy |
1,223,570
+96,210
| +9% | +$1.3M | 0.77% | 40 |
|
|
2015
Q4 | $16.4M | Buy |
1,127,360
+203,390
| +22% | +$2.64M | 0.65% | 53 |
|
|
2015
Q3 | $11.6M | Buy |
923,970
+760,970
| +467% | +$9.61M | 0.45% | 70 |
|
|
2015
Q2 | $2.17M | Buy |
163,000
+143,220
| +724% | +$1.88M | 0.07% | 228 |
|
|
2015
Q1 | $251K | Buy |
+19,780
| New | +$227K | 0.01% | 496 |
|
Other funds holding AVGO
VCM
VPM
