Waters Parkerson & Co’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$805K Sell
2,921
-60
-2% -$16.5K 0.04% 109
2025
Q1
$499K Sell
2,981
-250
-8% -$41.9K 0.03% 133
2024
Q4
$749K Buy
3,231
+331
+11% +$76.7K 0.04% 112
2024
Q3
$500K Buy
2,900
+60
+2% +$10.3K 0.03% 133
2024
Q2
$456K Sell
2,840
-1,160
-29% -$186K 0.02% 127
2024
Q1
$530K Buy
4,000
+940
+31% +$125K 0.03% 122
2023
Q4
$342K Sell
3,060
-530
-15% -$59.2K 0.02% 141
2023
Q3
$298K Buy
3,590
+750
+26% +$62.3K 0.02% 141
2023
Q2
$246K Buy
+2,840
New +$246K 0.01% 158