West Family Investments’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.22M | Buy |
18,945
+9,144
| +93% | +$2.52M | 1.36% | 12 |
|
|
2025
Q1 | $1.64M | Sell |
9,801
-3,626
| -27% | -$607K | 0.62% | 26 |
|
|
2024
Q4 | $3.11M | Sell |
13,427
-210
| -2% | -$48.7K | 1.08% | 17 |
|
|
2024
Q3 | $2.35M | Buy |
13,637
+2,877
| +27% | +$496K | 0.8% | 21 |
|
|
2024
Q2 | $1.73M | Buy |
10,760
+430
| +4% | +$69K | 0.52% | 40 |
|
|
2024
Q1 | $1.37M | Buy |
10,330
+3,000
| +41% | +$398K | 0.42% | 48 |
|
|
2023
Q4 | $818K | Buy |
7,330
+40
| +0.5% | +$4.47K | 0.28% | 71 |
|
|
2023
Q3 | $605K | Hold |
7,290
| – | – | 0.21% | 89 |
|
|
2023
Q2 | $632K | Hold |
7,290
| – | – | 0.25% | 83 |
|
|
2023
Q1 | $468K | Hold |
7,290
| – | – | 0.19% | 90 |
|
|
2022
Q4 | $408K | Buy |
7,290
+330
| +5% | +$18.5K | 0.14% | 117 |
|
|
2022
Q3 | $309K | Sell |
6,960
-8,000
| -53% | -$355K | 0.13% | 156 |
|
|
2022
Q2 | $727K | Hold |
14,960
| – | – | 0.29% | 69 |
|
|
2022
Q1 | $942K | Hold |
14,960
| – | – | 0.27% | 64 |
|
|
2021
Q4 | $995K | Sell |
14,960
-1,330
| -8% | -$88.5K | 0.27% | 66 |
|
|
2021
Q3 | $790K | Buy |
16,290
+1,920
| +13% | +$93.1K | 0.21% | 91 |
|
|
2021
Q2 | $685K | Buy |
+14,370
| New | +$685K | 0.19% | 91 |
|