WOC
West Oak Capital’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.5K | Sell |
35,025
-490
| -1% | -$1.35K | 3.78% | 5 |
|
|
2025
Q1 | $59.5K | Sell |
35,515
-4,220
| -11% | -$7.07K | 2.3% | 5 |
|
|
2024
Q4 | $92.1M | Sell |
39,735
-615
| -2% | -$1.43M | 3.26% | 3 |
|
|
2024
Q3 | $69.6K | Buy |
40,350
+35,775
| +782% | +$61.7K | 1.29% | 4 |
|
|
2024
Q2 | $7.35M | Sell |
4,575
-263
| -5% | -$422K | 2.96% | 3 |
|
|
2024
Q1 | $6.41M | Buy |
4,838
+11
| +0.2% | +$14.6K | 2.73% | 3 |
|
|
2023
Q4 | $5.35M | Sell |
4,827
-345
| -7% | -$382K | 2.5% | 3 |
|
|
2023
Q3 | $4.3M | Sell |
5,172
-42
| -0.8% | -$34.9K | 2.13% | 4 |
|
|
2023
Q2 | $4.52M | Sell |
5,214
-307
| -6% | -$266K | 2.2% | 5 |
|
|
2023
Q1 | $3.54M | Sell |
5,521
-177
| -3% | -$114K | 1.79% | 7 |
|
|
2022
Q4 | $3.19M | Sell |
5,698
-270
| -5% | -$151K | 1.66% | 7 |
|
|
2022
Q3 | $2.65M | Sell |
5,968
-100
| -2% | -$44.4K | 1.44% | 15 |
|
|
2022
Q2 | $2.95M | Sell |
6,068
-334
| -5% | -$162K | 1.55% | 11 |
|
|
2022
Q1 | $4.03M | Sell |
6,402
-339
| -5% | -$213K | 1.82% | 6 |
|
|
2021
Q4 | $4.49M | Sell |
6,741
-258
| -4% | -$172K | 1.65% | 13 |
|
|
2021
Q3 | $3.39M | Sell |
6,999
-60
| -0.8% | -$29.1K | 1.32% | 17 |
|
|
2021
Q2 | $3.37M | Sell |
7,059
-7
| -0.1% | -$3.34K | 1.33% | 15 |
|
|
2021
Q1 | $3.28M | Sell |
7,066
-80
| -1% | -$37.1K | 1.4% | 13 |
|
|
2020
Q4 | $3.13M | Buy |
7,146
+89
| +1% | +$39K | 1.45% | 13 |
|
|
2020
Q3 | $2.57M | Sell |
7,057
-382
| -5% | -$139K | 1.41% | 18 |
|
|
2020
Q2 | $2.35M | Buy |
7,439
+26
| +0.4% | +$8.21K | 1.34% | 20 |
|
|
2020
Q1 | $1.76M | Sell |
7,413
-134
| -2% | -$31.8K | 1.2% | 30 |
|
|
2019
Q4 | $2.39M | Sell |
7,547
-188
| -2% | -$59.4K | 1.34% | 18 |
|
|
2019
Q3 | $2.14M | Buy |
7,735
+325
| +4% | +$89.7K | 1.26% | 30 |
|
|
2019
Q2 | $2.13M | Buy |
7,410
+5,850
| +375% | +$1.68M | 1.28% | 25 |
|
|
2019
Q1 | $469K | Buy |
1,560
+1,485
| +1,980% | +$446K | 0.29% | 79 |
|
|
2018
Q4 | $19.1K | Sell |
75
-100
| -57% | -$25.4K | 0.01% | 205 |
|
|
2018
Q3 | $43.2K | Hold |
175
| – | – | 0.03% | 187 |
|
|
2018
Q2 | $42.5K | Hold |
175
| – | – | 0.03% | 186 |
|
|
2018
Q1 | $41.2K | Sell |
175
-25
| -13% | -$5.89K | 0.02% | 195 |
|
|
2017
Q4 | $51.4K | Hold |
200
| – | – | 0.03% | 169 |
|
|
2017
Q3 | $48.5K | Hold |
200
| – | – | 0.03% | 187 |
|
|
2017
Q2 | $46.6K | Hold |
200
| – | – | 0.03% | 192 |
|
|
2017
Q1 | $43.8K | Sell |
200
-71
| -26% | -$15.5K | 0.03% | 192 |
|
|
2016
Q4 | $47.9K | Buy |
271
+100
| +58% | +$17.7K | 0.03% | 181 |
|
|
2016
Q3 | $29.5K | Buy |
+171
| New | +$29.5K | 0.02% | 221 |
|