Wealthspire Advisors (New York)’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
45,807
+2,645
| +6% | +$729K | 0.07% | 98 |
|
|
2025
Q1 | $7.23M | Buy |
43,162
+1,654
| +4% | +$277K | 0.04% | 139 |
|
|
2024
Q4 | $9.62M | Buy |
41,508
+2,387
| +6% | +$553K | 0.1% | 98 |
|
|
2024
Q3 | $6.75M | Buy |
39,121
+7,901
| +25% | +$1.36M | 0.07% | 127 |
|
|
2024
Q2 | $5.01M | Sell |
31,220
-1,150
| -4% | -$185K | 0.06% | 116 |
|
|
2024
Q1 | $4.29M | Sell |
32,370
-1,780
| -5% | -$236K | 0.06% | 123 |
|
|
2023
Q4 | $3.81M | Buy |
34,150
+6,840
| +25% | +$764K | 0.05% | 127 |
|
|
2023
Q3 | $2.27M | Buy |
27,310
+8,760
| +47% | +$728K | 0.04% | 155 |
|
|
2023
Q2 | $1.61M | Buy |
18,550
+910
| +5% | +$78.9K | 0.03% | 173 |
|
|
2023
Q1 | $1.13M | Sell |
17,640
-9,940
| -36% | -$638K | 0.02% | 228 |
|
|
2022
Q4 | $1.54M | Buy |
27,580
+10,350
| +60% | +$579K | 0.03% | 188 |
|
|
2022
Q3 | $765K | Buy |
17,230
+530
| +3% | +$23.5K | 0.02% | 268 |
|
|
2022
Q2 | $811K | Buy |
16,700
+4,590
| +38% | +$223K | 0.02% | 239 |
|
|
2022
Q1 | $763K | Sell |
12,110
-23,290
| -66% | -$1.47M | 0.02% | 217 |
|
|
2021
Q4 | $2.36M | Sell |
35,400
-7,530
| -18% | -$501K | 0.05% | 128 |
|
|
2021
Q3 | $2.08M | Buy |
42,930
+19,000
| +79% | +$921K | 0.04% | 163 |
|
|
2021
Q2 | $1.14M | Sell |
23,930
-68,750
| -74% | -$3.28M | 0.03% | 151 |
|
|
2021
Q1 | $4.3M | Buy |
92,680
+38,460
| +71% | +$1.78M | 0.1% | 97 |
|
|
2020
Q4 | $2.37M | Buy |
54,220
+19,960
| +58% | +$874K | 0.07% | 119 |
|
|
2020
Q3 | $1.25M | Buy |
34,260
+1,460
| +4% | +$53.2K | 0.07% | 111 |
|
|
2020
Q2 | $1.04M | Sell |
32,800
-29,890
| -48% | -$943K | 0.07% | 104 |
|
|
2020
Q1 | $1.49M | Buy |
62,690
+45,420
| +263% | +$1.08M | 0.06% | 151 |
|
|
2019
Q4 | $546K | Buy |
17,270
+6,000
| +53% | +$190K | 0.04% | 98 |
|
|
2019
Q3 | $311K | Buy |
+11,270
| New | +$311K | 0.03% | 113 |
|
|
2019
Q1 | – | Sell |
-3,010
| Closed | -$77K | – | 106 |
|
|
2018
Q4 | $77K | Buy |
+3,010
| New | +$77K | 0.01% | 134 |
|