WBC
West Branch Capital’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.7M | Buy |
31,545
+853
| +3% | +$235K | 2.57% | 11 |
|
|
2025
Q1 | $5.14M | Buy |
30,692
+2,779
| +10% | +$465K | 1.71% | 17 |
|
|
2024
Q4 | $6.47M | Buy |
27,913
+2,495
| +10% | +$578K | 2.06% | 10 |
|
|
2024
Q3 | $4.38M | Buy |
25,418
+23,035
| +967% | +$3.97M | 1.52% | 17 |
|
|
2024
Q2 | $3.83M | Buy |
2,383
+75
| +3% | +$120K | 1.42% | 18 |
|
|
2024
Q1 | $3.06M | Buy |
2,308
+181
| +9% | +$240K | 1.23% | 20 |
|
|
2023
Q4 | $2.37M | Buy |
2,127
+237
| +13% | +$264K | 1.12% | 19 |
|
|
2023
Q3 | $1.57M | Buy |
1,890
+1
| +0.1% | +$830 | 0.82% | 29 |
|
|
2023
Q2 | $1.64M | Buy |
1,889
+85
| +5% | +$73.7K | 0.82% | 28 |
|
|
2023
Q1 | $1.16M | Buy |
+1,804
| New | +$1.16M | 0.64% | 32 |
|
|
2022
Q1 | – | Sell |
-2,027
| Closed | -$1.35M | – | 427 |
|
|
2021
Q4 | $1.35M | Buy |
2,027
+132
| +7% | +$87.8K | 0.57% | 41 |
|
|
2021
Q3 | $919K | Buy |
1,895
+28
| +1% | +$13.6K | 0.44% | 46 |
|
|
2021
Q2 | $890K | Buy |
1,867
+194
| +12% | +$92.5K | 0.44% | 46 |
|
|
2021
Q1 | $776K | Buy |
1,673
+89
| +6% | +$41.3K | 0.45% | 49 |
|
|
2020
Q4 | $693K | Buy |
+1,584
| New | +$693K | 0.41% | 50 |
|