Waterloo Capital’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3M | Buy |
48,361
+3,180
| +7% | +$877K | 1.08% | 21 |
|
|
2025
Q1 | $7.56M | Sell |
45,181
-1,289
| -3% | -$216K | 0.7% | 38 |
|
|
2024
Q4 | $10.8M | Sell |
46,470
-2,453
| -5% | -$569K | 1.14% | 22 |
|
|
2024
Q3 | $8.44M | Sell |
48,923
-6,807
| -12% | -$1.17M | 0.92% | 29 |
|
|
2024
Q2 | $8.95M | Buy |
55,730
+30
| +0.1% | +$4.82K | 1.07% | 23 |
|
|
2024
Q1 | $7.38M | Buy |
55,700
+880
| +2% | +$117K | 0.94% | 30 |
|
|
2023
Q4 | $6.12M | Buy |
54,820
+36,410
| +198% | +$4.06M | 0.99% | 25 |
|
|
2023
Q3 | $1.53M | Buy |
18,410
+1,270
| +7% | +$105K | 0.45% | 47 |
|
|
2023
Q2 | $1.49M | Buy |
17,140
+290
| +2% | +$25.2K | 0.44% | 44 |
|
|
2023
Q1 | $1.08M | Buy |
+16,850
| New | +$1.08M | 0.33% | 53 |
|
|
2020
Q1 | $240K | Buy |
+10,120
| New | +$240K | 0.17% | 128 |
|