Waverton Investment Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $601K | Hold |
2,180
| – | – | 0.01% | 83 |
|
|
2025
Q1 | $365K | Hold |
2,180
| – | – | 0.01% | 89 |
|
|
2024
Q4 | $505K | Buy |
2,180
+890
| +69% | +$206K | 0.01% | 84 |
|
|
2024
Q3 | $222K | Sell |
1,290
-600
| -32% | -$103K | ﹤0.01% | 92 |
|
|
2024
Q2 | $303K | Buy |
1,890
+90
| +5% | +$14.5K | 0.01% | 89 |
|
|
2024
Q1 | $238K | Hold |
1,800
| – | – | 0.01% | 90 |
|
|
2023
Q4 | $201K | Buy |
+1,800
| New | +$201K | ﹤0.01% | 96 |
|