Western Financial Corp’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
4,128
-6,494
| -61% | -$1.79M | 0.61% | 47 |
|
|
2025
Q1 | $1.78M | Buy |
10,622
+372
| +4% | +$62.3K | 1.03% | 23 |
|
|
2024
Q4 | $2.38M | Sell |
10,250
-987
| -9% | -$229K | 1.31% | 14 |
|
|
2024
Q3 | $1.94M | Buy |
11,237
+1,717
| +18% | +$296K | 1.1% | 19 |
|
|
2024
Q2 | $1.53M | Sell |
9,520
-700
| -7% | -$112K | 0.92% | 25 |
|
|
2024
Q1 | $1.35M | Sell |
10,220
-440
| -4% | -$58.3K | 0.83% | 24 |
|
|
2023
Q4 | $1.19M | Sell |
10,660
-620
| -5% | -$69.2K | 0.8% | 25 |
|
|
2023
Q3 | $937K | Buy |
11,280
+8,030
| +247% | +$667K | 0.69% | 26 |
|
|
2023
Q2 | $282K | Buy |
+3,250
| New | +$282K | 0.19% | 103 |
|
|
2022
Q4 | – | Sell |
-28,720
| Closed | -$1.28M | – | 100 |
|
|
2022
Q3 | $1.28M | Buy |
28,720
+2,490
| +9% | +$111K | 0.89% | 16 |
|
|
2022
Q2 | $1.27M | Sell |
26,230
-1,560
| -6% | -$75.8K | 0.91% | 19 |
|
|
2022
Q1 | $1.75M | Sell |
27,790
-320
| -1% | -$20.2K | 1.02% | 11 |
|
|
2021
Q4 | $1.87M | Buy |
28,110
+950
| +3% | +$63.2K | 0.98% | 8 |
|
|
2021
Q3 | $1.32M | Buy |
27,160
+1,370
| +5% | +$66.4K | 0.78% | 18 |
|
|
2021
Q2 | $1.23M | Buy |
25,790
+2,510
| +11% | +$120K | 0.66% | 23 |
|
|
2021
Q1 | $1.08M | Buy |
23,280
+90
| +0.4% | +$4.18K | 0.66% | 18 |
|
|
2020
Q4 | $1.02M | Buy |
+23,190
| New | +$1.02M | 0.67% | 14 |
|