WA
Waverly Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.2M | Sell |
214,937
-3,048
| -1% | -$840K | 0.65% | 29 |
|
|
2025
Q1 | $36.5M | Buy |
217,985
+132,926
| +156% | +$22.3M | 0.45% | 48 |
|
|
2024
Q4 | $19.7M | Buy |
85,059
+46,159
| +119% | +$10.7M | 0.3% | 66 |
|
|
2024
Q3 | $6.71M | Buy |
38,900
+34,988
| +894% | +$6.04M | 0.12% | 158 |
|
|
2024
Q2 | $6.28M | Buy |
3,912
+325
| +9% | +$522K | 0.12% | 157 |
|
|
2024
Q1 | $4.75M | Buy |
3,587
+2,367
| +194% | +$3.14M | 0.11% | 151 |
|
|
2023
Q4 | $1.36M | Buy |
1,220
+94
| +8% | +$105K | 0.05% | 189 |
|
|
2023
Q3 | $935K | Buy |
1,126
+83
| +8% | +$68.9K | 0.04% | 205 |
|
|
2023
Q2 | $905K | Buy |
1,043
+39
| +4% | +$33.8K | 0.04% | 191 |
|
|
2023
Q1 | $644K | Buy |
1,004
+218
| +28% | +$140K | 0.03% | 168 |
|
|
2022
Q4 | $439K | Buy |
+786
| New | +$439K | 0.02% | 186 |
|
|
2022
Q2 | – | Sell |
-349
| Closed | -$220K | – | 209 |
|
|
2022
Q1 | $220K | Buy |
+349
| New | +$220K | 0.02% | 185 |
|
|
2018
Q4 | – | Sell |
-1,701
| Closed | -$420K | – | 123 |
|
|
2018
Q3 | $420K | Hold |
1,701
| – | – | 0.06% | 130 |
|
|
2018
Q2 | $413K | Hold |
1,701
| – | – | 0.06% | 129 |
|
|
2018
Q1 | $401K | Sell |
1,701
-1,439
| -46% | -$339K | 0.06% | 130 |
|
|
2017
Q4 | $806K | Buy |
3,140
+113
| +4% | +$29K | 0.12% | 121 |
|
|
2017
Q3 | $734K | Hold |
3,027
| – | – | 0.16% | 112 |
|
|
2017
Q2 | $705K | Sell |
3,027
-45
| -1% | -$10.5K | 0.18% | 110 |
|
|
2017
Q1 | $673K | Buy |
3,072
+1,527
| +99% | +$335K | 0.18% | 106 |
|
|
2016
Q4 | $273K | Buy |
+1,545
| New | +$273K | 0.1% | 86 |
|
|
2014
Q4 | – | Sell |
-56
| Closed | -$5K | – | 432 |
|
|
2014
Q3 | $5K | Hold |
56
| – | – | ﹤0.01% | 611 |
|
|
2014
Q2 | $4K | Sell |
56
-11
| -16% | -$786 | ﹤0.01% | 612 |
|
|
2014
Q1 | $4K | Sell |
67
-13
| -16% | -$776 | ﹤0.01% | 576 |
|
|
2013
Q4 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 693 |
|