Waldron Private 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
Q2 | $2.2M | Sell |
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|
2025
Q1 | $1.34M | Sell |
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|
2024
Q4 | $11.2M | Buy |
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|
2024
Q3 | $4.07M | Buy |
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|
2024
Q2 | $3.36M | Buy |
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|
2024
Q1 | $2.78M | Buy |
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|
2023
Q4 | $2.26M | Buy |
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|
2023
Q3 | $1.56M | Buy |
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|
2023
Q2 | $1.62M | Sell |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | $750K | Hold |
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|
2022
Q3 | $750K | Buy |
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|
2022
Q2 | $711K | Buy |
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|
2022
Q1 | $817K | Buy |
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|
2021
Q4 | $767K | Hold |
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|
2021
Q3 | $559K | Buy |
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|
2021
Q2 | $444K | Buy |
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|
2021
Q1 | $409K | Sell |
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|
2020
Q4 | $389K | Sell |
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|
2020
Q3 | $348K | Buy |
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|
2020
Q2 | $268K | Sell |
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|
2020
Q1 | $223K | Sell |
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|
2019
Q4 | $320K | Buy |
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|
2019
Q3 | $278K | Sell |
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|
2019
Q2 | $293K | Sell |
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|
2019
Q1 | $340K | Buy |
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|
2018
Q4 | $236K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $302K | Buy |
|