WBH Advisory’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $649K | Sell |
2,355
-352
| -13% | -$97K | 0.06% | 197 |
|
|
2025
Q1 | $453K | Sell |
2,707
-838
| -24% | -$140K | 0.04% | 226 |
|
|
2024
Q4 | $822K | Sell |
3,545
-29
| -0.8% | -$6.72K | 0.08% | 168 |
|
|
2024
Q3 | $616K | Buy |
3,574
+24
| +0.7% | +$4.14K | 0.06% | 189 |
|
|
2024
Q2 | $571K | Sell |
3,550
-500
| -12% | -$80.4K | 0.06% | 197 |
|
|
2024
Q1 | $537K | Buy |
4,050
+40
| +1% | +$5.3K | 0.06% | 202 |
|
|
2023
Q4 | $447K | Sell |
4,010
-110
| -3% | -$12.3K | 0.05% | 224 |
|
|
2023
Q3 | $342K | Buy |
4,120
+120
| +3% | +$9.96K | 0.04% | 241 |
|
|
2023
Q2 | $347K | Sell |
4,000
-1,630
| -29% | -$141K | 0.04% | 240 |
|
|
2023
Q1 | $361K | Buy |
+5,630
| New | +$361K | 0.05% | 236 |
|
|
2022
Q3 | $437K | Sell |
9,850
-10
| -0.1% | -$444 | 0.06% | 203 |
|
|
2022
Q2 | $476K | Sell |
9,860
-1,490
| -13% | -$71.9K | 0.06% | 203 |
|
|
2022
Q1 | $657K | Sell |
11,350
-620
| -5% | -$35.9K | 0.08% | 188 |
|
|
2021
Q4 | $797K | Buy |
11,970
+1,410
| +13% | +$93.9K | 0.09% | 175 |
|
|
2021
Q3 | $512K | Hold |
10,560
| – | – | 0.07% | 198 |
|
|
2021
Q2 | $509K | Buy |
10,560
+10
| +0.1% | +$482 | 0.07% | 179 |
|
|
2021
Q1 | $489K | Sell |
10,550
-500
| -5% | -$23.2K | 0.08% | 176 |
|
|
2020
Q4 | $510K | Buy |
11,050
+10
| +0.1% | +$462 | 0.09% | 169 |
|
|
2020
Q3 | $402K | Buy |
11,040
+1,010
| +10% | +$36.8K | 0.08% | 176 |
|
|
2020
Q2 | $316K | Buy |
10,030
+420
| +4% | +$13.2K | 0.08% | 193 |
|
|
2020
Q1 | $227 | Buy |
9,610
+10
| +0.1% | – | 0.05% | 206 |
|
|
2019
Q4 | $303K | Buy |
9,600
+10
| +0.1% | +$316 | 0.06% | 201 |
|
|
2019
Q3 | $264K | Buy |
9,590
+10
| +0.1% | +$275 | 0.06% | 211 |
|
|
2019
Q2 | $275K | Sell |
9,580
-490
| -5% | -$14.1K | 0.06% | 202 |
|
|
2019
Q1 | $302K | Sell |
10,070
-1,000
| -9% | -$30K | 0.07% | 191 |
|
|
2018
Q4 | $281 | Sell |
11,070
-980
| -8% | -$25 | 0.07% | 190 |
|
|
2018
Q3 | $297K | Sell |
12,050
-610
| -5% | -$15K | 0.07% | 200 |
|
|
2018
Q2 | $307K | Hold |
12,660
| – | – | 0.08% | 187 |
|
|
2018
Q1 | $298K | Hold |
12,660
| – | – | 0.08% | 189 |
|
|
2017
Q4 | $325K | Buy |
12,660
+180
| +1% | +$4.62K | 0.09% | 183 |
|
|
2017
Q3 | $302K | Hold |
12,480
| – | – | 0.08% | 189 |
|
|
2017
Q2 | $290K | Hold |
12,480
| – | – | 0.08% | 191 |
|
|
2017
Q1 | $273K | Hold |
12,480
| – | – | 0.08% | 197 |
|
|
2016
Q4 | $220K | Hold |
12,480
| – | – | 0.07% | 211 |
|
|
2016
Q3 | $215K | Buy |
+12,480
| New | +$215K | 0.07% | 205 |
|