Wakefield Asset Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.23M Buy
2025
Q1
$1.07M Buy
2024
Q1
Sell
2023
Q4
$479K Sell
2023
Q3
$489K Sell
2023
Q2
$514K Sell
2023
Q1
$427K Sell
2022
Q4
$375K Buy
2022
Q3
$297K Sell
2022
Q2
$325K Buy
2022
Q1
$414K Buy
2021
Q4
$375K Buy
2021
Q3
$260K Sell
2021
Q2
$262K Sell
2021
Q1
$260K Sell
2020
Q4
$255K Sell
2020
Q3
$262K Buy
2020
Q2
$226K Buy
2018
Q4
Sell
2018
Q3
$1K Buy