WPA
West Paces Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Sell |
12,599
-902
| -7% | -$249K | 0.74% | 21 |
|
|
2025
Q1 | $2.26M | Sell |
13,501
-2,493
| -16% | -$417K | 0.51% | 26 |
|
|
2024
Q4 | $3.71M | Sell |
15,994
-946
| -6% | -$219K | 0.91% | 19 |
|
|
2024
Q3 | $2.92M | Buy |
16,940
+15,277
| +919% | +$2.64M | 0.72% | 20 |
|
|
2024
Q2 | $2.67M | Sell |
1,663
-108
| -6% | -$173K | 0.7% | 21 |
|
|
2024
Q1 | $2.35M | Sell |
1,771
-112
| -6% | -$148K | 0.62% | 22 |
|
|
2023
Q4 | $2.1M | Sell |
1,883
-131
| -7% | -$146K | 0.59% | 25 |
|
|
2023
Q3 | $1.67M | Sell |
2,014
-378
| -16% | -$314K | 0.52% | 28 |
|
|
2023
Q2 | $2.07M | Sell |
2,392
-127
| -5% | -$110K | 0.61% | 23 |
|
|
2023
Q1 | $1.62M | Buy |
2,519
+43
| +2% | +$27.6K | 0.5% | 29 |
|
|
2022
Q4 | $1.38M | Sell |
2,476
-9
| -0.4% | -$5.03K | 0.44% | 34 |
|
|
2022
Q3 | $1.1M | Buy |
2,485
+7
| +0.3% | +$3.11K | 0.39% | 39 |
|
|
2022
Q2 | $1.2M | Buy |
2,478
+60
| +2% | +$29.1K | 0.41% | 36 |
|
|
2022
Q1 | $1.52M | Buy |
2,418
+36
| +2% | +$22.7K | 0.47% | 30 |
|
|
2021
Q4 | $1.59M | Sell |
2,382
-48
| -2% | -$31.9K | 0.49% | 31 |
|
|
2021
Q3 | $1.18M | Buy |
2,430
+75
| +3% | +$36.4K | 0.41% | 35 |
|
|
2021
Q2 | $1.12M | Sell |
2,355
-66
| -3% | -$31.5K | 0.41% | 37 |
|
|
2021
Q1 | $1.12M | Buy |
2,421
+163
| +7% | +$75.6K | 0.45% | 37 |
|
|
2020
Q4 | $989K | Buy |
2,258
+189
| +9% | +$82.8K | 0.44% | 41 |
|
|
2020
Q3 | $754K | Buy |
2,069
+78
| +4% | +$28.4K | 0.39% | 53 |
|
|
2020
Q2 | $628K | Buy |
1,991
+435
| +28% | +$137K | 0.34% | 62 |
|
|
2020
Q1 | $369K | Buy |
1,556
+163
| +12% | +$38.6K | 0.23% | 76 |
|
|
2019
Q4 | $440K | Buy |
1,393
+41
| +3% | +$13K | 0.24% | 74 |
|
|
2019
Q3 | $373K | Hold |
1,352
| – | – | 0.22% | 77 |
|
|
2019
Q2 | $389K | Sell |
1,352
-45
| -3% | -$13K | 0.24% | 76 |
|
|
2019
Q1 | $420K | Buy |
1,397
+4
| +0.3% | +$1.2K | 0.29% | 71 |
|
|
2018
Q4 | $354K | Buy |
1,393
+1
| +0.1% | +$254 | 0.27% | 79 |
|
|
2018
Q3 | $343K | Sell |
1,392
-8
| -0.6% | -$1.97K | 0.25% | 79 |
|
|
2018
Q2 | $340K | Buy |
1,400
+602
| +75% | +$146K | 0.25% | 78 |
|
|
2018
Q1 | $188K | Buy |
798
+438
| +122% | +$103K | 0.14% | 102 |
|
|
2017
Q4 | $92.5K | Sell |
360
-162
| -31% | -$41.6K | 0.07% | 142 |
|
|
2017
Q3 | $127K | Hold |
522
| – | – | 0.1% | 123 |
|
|
2017
Q2 | $122K | Hold |
522
| – | – | 0.1% | 126 |
|
|
2017
Q1 | $114K | Hold |
522
| – | – | 0.09% | 131 |
|
|
2016
Q4 | $92.3K | Buy |
+522
| New | +$92.3K | 0.09% | 147 |
|