WAM
Wallington Asset Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $966K | Buy |
3,504
+102
| +3% | +$28.1K | 0.14% | 47 |
|
|
2025
Q1 | $570K | Buy |
3,402
+42
| +1% | +$7.03K | 0.08% | 66 |
|
|
2024
Q4 | $779K | Hold |
3,360
| – | – | 0.11% | 60 |
|
|
2024
Q3 | $580K | Buy |
3,360
+3,227
| +2,426% | +$557K | 0.08% | 68 |
|
|
2024
Q2 | $214K | Buy |
+133
| New | +$214K | 0.03% | 80 |
|
|
2021
Q4 | – | Sell |
-2
| Closed | -$1K | – | 78 |
|
|
2021
Q3 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 73 |
|