Transform Wealth’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $28.6M | Sell |
170,848
-11,124
| -6% | -$2.35M | 1.73% | 8 |
|
|
2024
Q4 | $42.2M | Buy |
181,972
+9,505
| +6% | +$1.76M | 2.34% | 5 |
|
|
2024
Q3 | $29.8M | Sell |
172,467
-13,073
| -7% | -$2.1M | 1.97% | 6 |
|
|
2024
Q2 | $29.8M | Buy |
185,540
+5,630
| +3% | +$789K | 2.24% | 6 |
|
|
2024
Q1 | $23.8M | Sell |
179,910
-18,770
| -9% | -$2.33M | 2.26% | 5 |
|
|
2023
Q4 | $22.2M | Buy |
198,680
+1,830
| +0.9% | +$173K | 2.16% | 5 |
|
|
2023
Q3 | $16.3M | Buy |
196,850
+150
| +0.1% | +$13K | 1.72% | 11 |
|
|
2023
Q2 | $17.1M | Sell |
196,700
-360
| -0.2% | -$25.7K | 1.53% | 13 |
|
|
2023
Q1 | $12.6M | Buy |
197,060
+350
| +0.2% | +$21.1K | 1.19% | 27 |
|
|
2022
Q4 | $11M | Sell |
196,710
-2,890
| -1% | -$145K | 1.23% | 21 |
|
|
2022
Q3 | $8.86M | Buy |
199,600
+4,630
| +2% | +$237K | 1.15% | 21 |
|
|
2022
Q2 | $9.47M | Sell |
194,970
-2,970
| -2% | -$167K | 1.41% | 18 |
|
|
2022
Q1 | $12.5M | Sell |
197,940
-2,260
| -1% | -$134K | 1.4% | 16 |
|
|
2021
Q4 | $13.3M | Sell |
200,200
-5,680
| -3% | -$319K | 1.39% | 21 |
|
|
2021
Q3 | $9.98M | Sell |
205,880
-2,490
| -1% | -$121K | 1.14% | 22 |
|
|
2021
Q2 | $9.94M | Buy |
208,370
+87,090
| +72% | +$4.04M | 1.21% | 21 |
|
|
2021
Q1 | $5.62M | Sell |
121,280
-22,640
| -16% | -$1.05M | 1.13% | 25 |
|
|
2020
Q4 | $6.3M | Sell |
143,920
-111,420
| -44% | -$4.34M | 1.32% | 19 |
|
|
2020
Q3 | $9.3M | Sell |
255,340
-480
| -0.2% | -$16.1K | 1.5% | 16 |
|
|
2020
Q2 | $8.07M | Buy |
255,820
+48,690
| +24% | +$1.36M | 1.38% | 16 |
|
|
2020
Q1 | $4.91M | Buy |
207,130
+9,070
| +5% | +$256K | 1.05% | 28 |
|
|
2019
Q4 | $6.26M | Buy |
198,060
+8,040
| +4% | +$244K | 0.99% | 27 |
|
|
2019
Q3 | $5.25M | Sell |
190,020
-250
| -0.1% | -$7.11K | 0.93% | 34 |
|
|
2019
Q2 | $5.48M | Sell |
190,270
-66,150
| -26% | -$1.93M | 0.81% | 37 |
|
|
2019
Q1 | $7.71M | Buy |
256,420
+53,520
| +26% | +$1.45M | 1.43% | 15 |
|
|
2018
Q4 | $5.16M | Buy |
202,900
+74,280
| +58% | +$1.75M | 1.06% | 30 |
|
|
2018
Q3 | $3.17M | Buy |
128,620
+20,850
| +19% | +$468K | 0.55% | 68 |
|
|
2018
Q2 | $2.62M | Buy |
107,770
+6,230
| +6% | +$153K | 0.47% | 73 |
|
|
2018
Q1 | $2.39M | Buy |
101,540
+3,100
| +3% | +$78K | 0.45% | 77 |
|
|
2017
Q4 | $2.53M | Buy |
98,440
+8,740
| +10% | +$227K | 0.47% | 73 |
|
|
2017
Q3 | $2.18M | Buy |
+89,700
| New | +$2.22M | 0.76% | 36 |
|
|
2017
Q2 | – | Sell |
-61,250
| Closed | -$1.34M | – | 64 |
|
|
2017
Q1 | $1.34M | Buy |
61,250
+3,210
| +6% | +$66.1K | 0.5% | 60 |
|
|
2016
Q4 | $1.03M | Buy |
58,040
+1,710
| +3% | +$29.6K | 0.41% | 82 |
|
|
2016
Q3 | $972K | Buy |
+56,330
| New | +$942K | 0.42% | 82 |
|
Other funds holding AVGO
Transform Wealth's AVGO Position: Q1 2025 in Review
Transform Wealth reduced its Broadcom (AVGO) stake by 6.1% in Q1 2025, selling an estimated $2.35M and leaving 170,848 shares worth $28.6M. The position accounts for 1.73% of the portfolio, ranked #8.
Transform Wealth first reported a position in AVGO in Q3 2016 and has held it in 34 quarters since. The position peaked at $42.2M in Q4 2024. 3,815 funds tracked by Wall St. Rank hold AVGO as of Q1 2025.
- Transform Wealth held 170,848 shares of Broadcom worth $28.6M as of Q1 2025.
- Transform Wealth sold 11,124 Broadcom shares in Q1 2025, an estimated $2.35M.
- Broadcom made up 1.73% of Transform Wealth's portfolio in Q1 2025, its #8 holding.
- Transform Wealth first reported a position in Broadcom in Q3 2016 and has held it in 34 quarters since.
- Transform Wealth's Broadcom position peaked at $42.2M in Q4 2024.
- 3,815 funds tracked by Wall St. Rank held Broadcom as of Q1 2025.
Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.