Towerpoint 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
Q3
$471K Sell
1,341
-16
-1% -$6.02K 0.17% 70
2026
Q2
$513K Buy
1,357
+56
+4% +$22.5K 0.18% 71
2026
Q1
$403K Sell
1,301
-9
-0.7% -$2.96K 0.16% 66
2025
Q4
$453K Sell
1,310
-58
-4% -$20.7K 0.18% 62
2025
Q3
$451K Sell
1,368
-19
-1% -$5.83K 0.18% 61
2025
Q2
$382K Buy
1,387
+81
+6% +$17.6K 0.17% 65
2025
Q1
$219K Sell
1,306
-14
-1% -$2.96K 0.11% 79
2024
Q4
$306K Buy
1,320
+1
+0.1% +$185 0.15% 62
2024
Q3
$228K Sell
1,319
-201
-13% -$32.2K 0.11% 77
2024
Q2
$244K Buy
+1,520
New +$213K 0.12% 72

Other funds holding AVGO

Towerpoint Wealth's AVGO Position: Q3 2026 in Review

Towerpoint Wealth reduced its Broadcom (AVGO) stake by 1.2% in Q3 2026, selling an estimated $6.02K and leaving 1,341 shares worth $471K. The position accounts for 0.17% of the portfolio, ranked #70.

Towerpoint Wealth first reported a position in AVGO in Q2 2024 and has held it in 10 quarters since. The position peaked at $513K in Q2 2026. 2,174 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Towerpoint Wealth held 1,341 shares of Broadcom worth $471K as of Q3 2026.
  • Towerpoint Wealth sold 16 Broadcom shares in Q3 2026, an estimated $6.02K.
  • Broadcom made up 0.17% of Towerpoint Wealth's portfolio in Q3 2026, its #70 holding.
  • Towerpoint Wealth first reported a position in Broadcom in Q2 2024 and has held it in 10 quarters since.
  • Towerpoint Wealth's Broadcom position peaked at $513K in Q2 2026.
  • 2,174 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Towerpoint Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.