Wealth Enhancement Advisory Services’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264M | Buy |
960,695
+95,970
| +11% | +$26.4M | 0.44% | 39 |
|
|
2025
Q1 | $145M | Sell |
864,725
-439,645
| -34% | -$73.6M | 0.28% | 68 |
|
|
2024
Q4 | $302M | Buy |
1,304,370
+254,821
| +24% | +$59.1M | 0.58% | 26 |
|
|
2024
Q3 | $181M | Buy |
1,049,549
+956,727
| +1,031% | +$165M | 0.39% | 46 |
|
|
2024
Q2 | $149M | Buy |
92,822
+266
| +0.3% | +$427K | 0.35% | 54 |
|
|
2024
Q1 | $123M | Sell |
92,556
-2,463
| -3% | -$3.26M | 0.32% | 66 |
|
|
2023
Q4 | $106M | Buy |
95,019
+6,433
| +7% | +$7.18M | 0.31% | 68 |
|
|
2023
Q3 | $73.6M | Buy |
88,586
+41,888
| +90% | +$34.8M | 0.24% | 85 |
|
|
2023
Q2 | $40.5M | Buy |
46,698
+45,524
| +3,878% | +$39.5M | 0.44% | 34 |
|
|
2023
Q1 | $753K | Buy |
+1,174
| New | +$753K | 0.01% | 345 |
|
|
2021
Q4 | – | Sell |
-3,132
| Closed | -$1.67M | – | 298 |
|
|
2021
Q3 | $1.67M | Sell |
3,132
-8,753
| -74% | -$4.67M | 0.02% | 157 |
|
|
2021
Q2 | $5.67M | Buy |
+11,885
| New | +$5.67M | 0.09% | 96 |
|
|
2019
Q4 | – | Sell |
-7,073
| Closed | -$1.99M | – | 208 |
|
|
2019
Q3 | $1.99M | Buy |
+7,073
| New | +$1.99M | 0.08% | 104 |
|
|
2018
Q3 | – | Sell |
-5,113
| Closed | -$1.27M | – | 169 |
|
|
2018
Q2 | $1.27M | Buy |
+5,113
| New | +$1.27M | 0.08% | 94 |
|