Weatherly Asset 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 | $2.73M | Buy |
9,919
+410
| +4% | +$113K | 0.23% | 68 |
|
|
2025
Q1 | $1.59M | Buy |
9,509
+460
| +5% | +$77K | 0.14% | 81 |
|
|
2024
Q4 | $2.1M | Buy |
9,049
+5,190
| +134% | +$1.2M | 0.19% | 76 |
|
|
2024
Q3 | $666K | Sell |
3,859
-1
| -0% | -$172 | 0.06% | 122 |
|
|
2024
Q2 | $620K | Buy |
3,860
+30
| +0.8% | +$4.82K | 0.06% | 122 |
|
|
2024
Q1 | $507K | Sell |
3,830
-100
| -3% | -$13.2K | 0.05% | 127 |
|
|
2023
Q4 | $439K | Buy |
3,930
+540
| +16% | +$60.3K | 0.05% | 130 |
|
|
2023
Q3 | $281K | Hold |
3,390
| – | – | 0.03% | 154 |
|
|
2023
Q2 | $294K | Buy |
+3,390
| New | +$294K | 0.03% | 155 |
|