Waddell & Associates’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $947K | Buy |
3,436
+1,345
| +64% | +$371K | 0.1% | 62 |
|
|
2025
Q1 | $350K | Buy |
2,091
+43
| +2% | +$7.2K | 0.04% | 110 |
|
|
2024
Q4 | $475K | Sell |
2,048
-13
| -0.6% | -$3.01K | 0.05% | 89 |
|
|
2024
Q3 | $355K | Buy |
2,061
+11
| +0.5% | +$1.9K | 0.04% | 101 |
|
|
2024
Q2 | $329K | Buy |
2,050
+240
| +13% | +$38.5K | 0.04% | 101 |
|
|
2024
Q1 | $240K | Sell |
1,810
-3,520
| -66% | -$467K | 0.03% | 128 |
|
|
2023
Q4 | $595K | Buy |
5,330
+440
| +9% | +$49.1K | 0.08% | 70 |
|
|
2023
Q3 | $406K | Hold |
4,890
| – | – | 0.06% | 99 |
|
|
2023
Q2 | $424K | Sell |
4,890
-1,250
| -20% | -$108K | 0.06% | 90 |
|
|
2023
Q1 | $394K | Sell |
6,140
-200
| -3% | -$12.8K | 0.06% | 89 |
|
|
2022
Q4 | $354K | Buy |
6,340
+140
| +2% | +$7.83K | 0.06% | 100 |
|
|
2022
Q3 | $275K | Sell |
6,200
-40
| -0.6% | -$1.77K | 0.05% | 106 |
|
|
2022
Q2 | $303K | Buy |
6,240
+50
| +0.8% | +$2.43K | 0.06% | 100 |
|
|
2022
Q1 | $390K | Hold |
6,190
| – | – | 0.06% | 81 |
|
|
2021
Q4 | $412K | Sell |
6,190
-750
| -11% | -$49.9K | 0.07% | 79 |
|
|
2021
Q3 | $337K | Hold |
6,940
| – | – | 0.06% | 81 |
|
|
2021
Q2 | $331 | Buy |
+6,940
| New | +$331 | 0.05% | 90 |
|