Waddell & Associates’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.66M | Buy |
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|
2025
Q2 | $947K | Buy |
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|
2025
Q1 | $350K | Buy |
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|
2024
Q4 | $475K | Sell |
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|
2024
Q3 | $355K | Buy |
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|
2024
Q2 | $329K | Buy |
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|
2024
Q1 | $240K | Sell |
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|
2023
Q4 | $595K | Buy |
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|
2023
Q3 | $406K | Hold |
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|
2023
Q2 | $424K | Sell |
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|
2023
Q1 | $394K | Sell |
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|
2022
Q4 | $354K | Buy |
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|
2022
Q3 | $275K | Sell |
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|
2022
Q2 | $303K | Buy |
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|
2022
Q1 | $390K | Hold |
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|
2021
Q4 | $412K | Sell |
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|
2021
Q3 | $337K | Hold |
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|
2021
Q2 | $331 | Buy |
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