Wedmont Private Capital’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.2M Buy
69,263
+190
+0.3% +$52.8K 0.82% 19
2025
Q1
$12.6M Buy
69,073
+18,845
+38% +$3.43M 0.64% 25
2024
Q4
$11.3M Buy
50,228
+4,816
+11% +$1.08M 0.59% 30
2024
Q3
$7.95M Sell
45,412
-387,448
-90% -$67.8M 0.45% 35
2024
Q2
$7.36M Buy
432,860
+396,230
+1,082% +$6.74M 0.46% 36
2024
Q1
$4.89M Buy
36,630
+760
+2% +$101K 0.36% 40
2023
Q4
$3.86M Buy
35,870
+7,940
+28% +$853K 0.32% 44
2023
Q3
$2.39M Buy
27,930
+5,280
+23% +$452K 0.24% 66
2023
Q2
$2.01M Buy
22,650
+2,680
+13% +$238K 0.22% 73
2023
Q1
$1.25M Buy
19,970
+3,150
+19% +$198K 0.17% 87
2022
Q4
$990K Sell
16,820
-1,180
-7% -$69.4K 0.15% 106
2022
Q3
$799K Buy
18,000
+2,450
+16% +$109K 0.16% 104
2022
Q2
$756K Sell
15,550
-990
-6% -$48.1K 0.16% 97
2022
Q1
$1.05M Buy
16,540
+6,140
+59% +$390K 0.23% 73
2021
Q4
$621K Buy
+10,400
New +$621K 0.19% 92