Wealthfront Advisers’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155M | Buy |
561,447
+34,380
| +7% | +$9.48M | 0.4% | 31 |
|
|
2025
Q1 | $88.2M | Buy |
527,067
+50,458
| +11% | +$8.45M | 0.24% | 43 |
|
|
2024
Q4 | $110M | Buy |
476,609
+25,407
| +6% | +$5.89M | 0.32% | 35 |
|
|
2024
Q3 | $77.8M | Buy |
451,202
+11,192
| +3% | +$1.93M | 0.24% | 40 |
|
|
2024
Q2 | $70.6M | Buy |
440,010
+15,660
| +4% | +$2.51M | 0.24% | 40 |
|
|
2024
Q1 | $56.2M | Buy |
424,350
+9,230
| +2% | +$1.22M | 0.2% | 45 |
|
|
2023
Q4 | $46.3M | Buy |
415,120
+6,180
| +2% | +$690K | 0.18% | 44 |
|
|
2023
Q3 | $34M | Buy |
408,940
+46,330
| +13% | +$3.85M | 0.15% | 51 |
|
|
2023
Q2 | $31.5M | Sell |
362,610
-5,200
| -1% | -$451K | 0.13% | 52 |
|
|
2023
Q1 | $23.6M | Buy |
367,810
+15,940
| +5% | +$1.02M | 0.11% | 55 |
|
|
2022
Q4 | $19.7M | Buy |
351,870
+133,380
| +61% | +$7.46M | 0.1% | 59 |
|
|
2022
Q3 | $9.7M | Sell |
218,490
-29,100
| -12% | -$1.29M | 0.05% | 95 |
|
|
2022
Q2 | $12M | Sell |
247,590
-124,420
| -33% | -$6.04M | 0.06% | 76 |
|
|
2022
Q1 | $23.4M | Buy |
372,010
+82,560
| +29% | +$5.2M | 0.1% | 45 |
|
|
2021
Q4 | $19.3M | Buy |
289,450
+98,390
| +51% | +$6.55M | 0.08% | 54 |
|
|
2021
Q3 | $9.27M | Buy |
191,060
+51,760
| +37% | +$2.51M | 0.04% | 96 |
|
|
2021
Q2 | $6.64M | Sell |
139,300
-1,450
| -1% | -$69.1K | 0.03% | 108 |
|
|
2021
Q1 | $6.53M | Buy |
140,750
+30,090
| +27% | +$1.4M | 0.03% | 102 |
|
|
2020
Q4 | $4.85M | Buy |
110,660
+6,770
| +7% | +$296K | 0.03% | 102 |
|
|
2020
Q3 | $3.79M | Buy |
103,890
+1,960
| +2% | +$71.4K | 0.03% | 100 |
|
|
2020
Q2 | $3.22M | Buy |
101,930
+34,390
| +51% | +$1.09M | 0.03% | 108 |
|
|
2020
Q1 | $1.6M | Sell |
67,540
-52,440
| -44% | -$1.24M | 0.01% | 176 |
|
|
2019
Q4 | $3.79M | Sell |
119,980
-7,840
| -6% | -$248K | 0.03% | 102 |
|
|
2019
Q3 | $3.53M | Buy |
127,820
+7,020
| +6% | +$194K | 0.03% | 100 |
|
|
2019
Q2 | $3.48M | Buy |
120,800
+5,910
| +5% | +$170K | 0.03% | 92 |
|
|
2019
Q1 | $3.46M | Buy |
114,890
+8,090
| +8% | +$243K | 0.03% | 94 |
|
|
2018
Q4 | $2.72M | Buy |
+106,800
| New | +$2.72M | 0.03% | 99 |
|