Warther Private Wealth’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.9M | Buy |
61,400
+59,311
| +2,839% | +$16.3M | 4.4% | 13 |
|
|
2025
Q1 | $350K | Sell |
2,089
-8,111
| -80% | -$1.36M | 0.12% | 44 |
|
|
2024
Q4 | $2.36M | Sell |
10,200
-6,795
| -40% | -$1.58M | 0.8% | 25 |
|
|
2024
Q3 | $2.93M | Sell |
16,995
-5,975
| -26% | -$1.03M | 1.03% | 23 |
|
|
2024
Q2 | $3.69M | Sell |
22,970
-3,160
| -12% | -$507K | 1.44% | 21 |
|
|
2024
Q1 | $3.46M | Sell |
26,130
-1,790
| -6% | -$237K | 1.55% | 21 |
|
|
2023
Q4 | $3.12M | Sell |
27,920
-2,750
| -9% | -$307K | 1.74% | 20 |
|
|
2023
Q3 | $2.55M | Sell |
30,670
-270
| -0.9% | -$22.4K | 1.69% | 19 |
|
|
2023
Q2 | $2.68M | Sell |
30,940
-2,060
| -6% | -$179K | 1.82% | 16 |
|
|
2023
Q1 | $2.12M | Buy |
33,000
+380
| +1% | +$24.4K | 1.61% | 20 |
|
|
2022
Q4 | $1.82M | Buy |
32,620
+180
| +0.6% | +$10.1K | 1.37% | 24 |
|
|
2022
Q3 | $1.44M | Buy |
32,440
+9,740
| +43% | +$432K | 1.14% | 27 |
|
|
2022
Q2 | $1.09M | Sell |
22,700
-1,200
| -5% | -$57.4K | 0.79% | 45 |
|
|
2022
Q1 | $1.5M | Buy |
23,900
+730
| +3% | +$45.8K | 0.98% | 30 |
|
|
2021
Q4 | $1.54M | Buy |
23,170
+900
| +4% | +$59.7K | 1.14% | 23 |
|
|
2021
Q3 | $1.09M | Buy |
22,270
+1,450
| +7% | +$70.6K | 0.97% | 28 |
|
|
2021
Q2 | $978K | Buy |
+20,820
| New | +$978K | 0.95% | 31 |
|