West Oak Capital’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $107K | Sell |
32,455
-2,570
| -7% | -$788K | 4.25% | 4 |
|
|
2025
Q2 | $96.5K | Sell |
35,025
-490
| -1% | -$106K | 3.78% | 5 |
|
|
2025
Q1 | $59.5K | Sell |
35,515
-4,220
| -11% | -$893K | 2.3% | 5 |
|
|
2024
Q4 | $92.1M | Sell |
39,735
-615
| -2% | -$114K | 3.26% | 3 |
|
|
2024
Q3 | $69.6K | Sell |
40,350
-5,400
| -12% | -$866K | 1.29% | 4 |
|
|
2024
Q2 | $7.35M | Sell |
45,750
-2,630
| -5% | -$369K | 2.96% | 3 |
|
|
2024
Q1 | $6.41M | Buy |
48,380
+110
| +0.2% | +$13.6K | 2.73% | 3 |
|
|
2023
Q4 | $5.35M | Sell |
48,270
-3,450
| -7% | -$327K | 2.5% | 3 |
|
|
2023
Q3 | $4.3M | Sell |
51,720
-420
| -0.8% | -$36.4K | 2.13% | 4 |
|
|
2023
Q2 | $4.52M | Sell |
52,140
-3,070
| -6% | -$219K | 2.2% | 5 |
|
|
2023
Q1 | $3.54M | Sell |
55,210
-1,770
| -3% | -$106K | 1.79% | 7 |
|
|
2022
Q4 | $3.19M | Sell |
56,980
-2,700
| -5% | -$135K | 1.66% | 7 |
|
|
2022
Q3 | $2.65M | Sell |
59,680
-1,000
| -2% | -$51.1K | 1.44% | 15 |
|
|
2022
Q2 | $2.95M | Sell |
60,680
-3,340
| -5% | -$187K | 1.55% | 11 |
|
|
2022
Q1 | $4.03M | Sell |
64,020
-3,390
| -5% | -$201K | 1.82% | 6 |
|
|
2021
Q4 | $4.49M | Sell |
67,410
-2,580
| -4% | -$145K | 1.65% | 13 |
|
|
2021
Q3 | $3.39M | Sell |
69,990
-600
| -0.8% | -$29.2K | 1.32% | 17 |
|
|
2021
Q2 | $3.37M | Sell |
70,590
-70
| -0.1% | -$3.24K | 1.33% | 15 |
|
|
2021
Q1 | $3.28M | Sell |
70,660
-800
| -1% | -$37K | 1.4% | 13 |
|
|
2020
Q4 | $3.13M | Buy |
71,460
+890
| +1% | +$34.7K | 1.45% | 13 |
|
|
2020
Q3 | $2.57M | Sell |
70,570
-3,820
| -5% | -$128K | 1.41% | 18 |
|
|
2020
Q2 | $2.35M | Buy |
74,390
+260
| +0.4% | +$7.28K | 1.34% | 20 |
|
|
2020
Q1 | $1.76M | Sell |
74,130
-1,340
| -2% | -$37.8K | 1.2% | 30 |
|
|
2019
Q4 | $2.38M | Sell |
75,470
-1,880
| -2% | -$57.1K | 1.34% | 18 |
|
|
2019
Q3 | $2.13M | Buy |
77,350
+3,250
| +4% | +$92.4K | 1.26% | 30 |
|
|
2019
Q2 | $2.13M | Buy |
74,100
+58,500
| +375% | +$1.7M | 1.28% | 25 |
|
|
2019
Q1 | $469K | Buy |
15,600
+14,850
| +1,980% | +$403K | 0.29% | 79 |
|
|
2018
Q4 | $19.1K | Sell |
750
-1,000
| -57% | -$23.6K | 0.01% | 205 |
|
|
2018
Q3 | $43.2K | Hold |
1,750
| – | – | 0.03% | 187 |
|
|
2018
Q2 | $42.5K | Hold |
1,750
| – | – | 0.03% | 186 |
|
|
2018
Q1 | $41.2K | Sell |
1,750
-250
| -13% | -$6.29K | 0.02% | 195 |
|
|
2017
Q4 | $51.4K | Hold |
2,000
| – | – | 0.03% | 169 |
|
|
2017
Q3 | $48.5K | Hold |
2,000
| – | – | 0.03% | 187 |
|
|
2017
Q2 | $46.6K | Hold |
2,000
| – | – | 0.03% | 192 |
|
|
2017
Q1 | $43.8K | Sell |
2,000
-710
| -26% | -$14.6K | 0.03% | 192 |
|
|
2016
Q4 | $47.9K | Buy |
2,710
+1,000
| +58% | +$17.3K | 0.03% | 181 |
|
|
2016
Q3 | $29.5K | Buy |
+1,710
| New | +$28.6K | 0.02% | 221 |
|
Other funds holding AVGO
West Oak Capital's AVGO Position: Q3 2025 in Review
West Oak Capital reduced its Broadcom (AVGO) stake by 7.3% in Q3 2025, selling an estimated $788K and leaving 32,455 shares worth $107K. The position accounts for 4.25% of the portfolio, ranked #4.
West Oak Capital first reported a position in AVGO in Q3 2016 and has held it in 37 quarters since. The position peaked at $92.1M in Q4 2024. 4,289 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.
- West Oak Capital held 32,455 shares of Broadcom worth $107K as of Q3 2025.
- West Oak Capital sold 2,570 Broadcom shares in Q3 2025, an estimated $788K.
- Broadcom made up 4.25% of West Oak Capital's portfolio in Q3 2025, its #4 holding.
- West Oak Capital first reported a position in Broadcom in Q3 2016 and has held it in 37 quarters since.
- West Oak Capital's Broadcom position peaked at $92.1M in Q4 2024.
- 4,289 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.
Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.