WPW
Waldron Private Wealth’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Sell |
7,967
-24
| -0.3% | -$6.62K | 0.1% | 83 |
|
|
2025
Q1 | $1.34M | Sell |
7,991
-40,233
| -83% | -$6.74M | 0.06% | 112 |
|
|
2024
Q4 | $11.2M | Buy |
48,224
+24,601
| +104% | +$5.7M | 0.45% | 40 |
|
|
2024
Q3 | $4.07M | Buy |
23,623
+21,530
| +1,029% | +$3.71M | 0.17% | 72 |
|
|
2024
Q2 | $3.36M | Buy |
2,093
+2
| +0.1% | +$3.21K | 0.15% | 76 |
|
|
2024
Q1 | $2.78M | Buy |
2,091
+70
| +3% | +$93.1K | 0.13% | 85 |
|
|
2023
Q4 | $2.26M | Buy |
2,021
+137
| +7% | +$153K | 0.11% | 90 |
|
|
2023
Q3 | $1.56M | Buy |
1,884
+19
| +1% | +$15.8K | 0.08% | 111 |
|
|
2023
Q2 | $1.62M | Sell |
1,865
-71
| -4% | -$61.6K | 0.08% | 111 |
|
|
2023
Q1 | $1.24M | Buy |
1,936
+247
| +15% | +$158K | 0.06% | 143 |
|
|
2022
Q4 | $750K | Hold |
1,689
| – | – | 0.05% | 188 |
|
|
2022
Q3 | $750K | Buy |
1,689
+225
| +15% | +$99.9K | 0.05% | 188 |
|
|
2022
Q2 | $711K | Buy |
1,464
+166
| +13% | +$80.6K | 0.04% | 200 |
|
|
2022
Q1 | $817K | Buy |
1,298
+145
| +13% | +$91.3K | 0.04% | 202 |
|
|
2021
Q4 | $767K | Hold |
1,153
| – | – | 0.04% | 209 |
|
|
2021
Q3 | $559K | Buy |
1,153
+220
| +24% | +$107K | 0.03% | 216 |
|
|
2021
Q2 | $444K | Buy |
933
+50
| +6% | +$23.8K | 0.03% | 225 |
|
|
2021
Q1 | $409K | Sell |
883
-6
| -0.7% | -$2.78K | 0.03% | 212 |
|
|
2020
Q4 | $389K | Sell |
889
-67
| -7% | -$29.3K | 0.03% | 204 |
|
|
2020
Q3 | $348K | Buy |
956
+104
| +12% | +$37.9K | 0.03% | 199 |
|
|
2020
Q2 | $268K | Sell |
852
-90
| -10% | -$28.3K | 0.02% | 213 |
|
|
2020
Q1 | $223K | Sell |
942
-73
| -7% | -$17.3K | 0.02% | 211 |
|
|
2019
Q4 | $320K | Buy |
1,015
+14
| +1% | +$4.41K | 0.03% | 202 |
|
|
2019
Q3 | $278K | Sell |
1,001
-10
| -1% | -$2.78K | 0.03% | 198 |
|
|
2019
Q2 | $293K | Sell |
1,011
-121
| -11% | -$35.1K | 0.03% | 187 |
|
|
2019
Q1 | $340K | Buy |
1,132
+202
| +22% | +$60.7K | 0.04% | 177 |
|
|
2018
Q4 | $236K | Buy |
+930
| New | +$236K | 0.03% | 183 |
|
|
2017
Q2 | – | Sell |
-1,389
| Closed | -$302K | – | 145 |
|
|
2017
Q1 | $302K | Buy |
+1,389
| New | +$302K | 0.08% | 162 |
|