Western Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.2M | Sell |
73,110
-257
| -0.4% | -$70.8K | 1.2% | 17 |
|
|
2025
Q1 | $12.3M | Sell |
73,367
-457
| -0.6% | -$76.5K | 0.81% | 23 |
|
|
2024
Q4 | $17.1M | Sell |
73,824
-22,861
| -24% | -$5.3M | 1.12% | 18 |
|
|
2024
Q3 | $16.7M | Buy |
96,685
+20,275
| +27% | +$3.5M | 0.95% | 17 |
|
|
2024
Q2 | $12.3M | Buy |
76,410
+190
| +0.2% | +$30.5K | 0.91% | 22 |
|
|
2024
Q1 | $10.1M | Sell |
76,220
-28,780
| -27% | -$3.81M | 0.79% | 25 |
|
|
2023
Q4 | $11.7M | Buy |
105,000
+2,070
| +2% | +$231K | 0.84% | 20 |
|
|
2023
Q3 | $8.55M | Buy |
102,930
+140
| +0.1% | +$11.6K | 0.72% | 25 |
|
|
2023
Q2 | $8.92M | Buy |
102,790
+3,540
| +4% | +$307K | 0.76% | 22 |
|
|
2023
Q1 | $6.37M | Buy |
99,250
+4,330
| +5% | +$278K | 0.59% | 30 |
|
|
2022
Q4 | $5.31M | Sell |
94,920
-63,690
| -40% | -$3.56M | 0.54% | 37 |
|
|
2022
Q3 | $7.13M | Buy |
158,610
+7,180
| +5% | +$323K | 0.41% | 49 |
|
|
2022
Q2 | $7.39M | Sell |
151,430
-2,760
| -2% | -$135K | 0.42% | 46 |
|
|
2022
Q1 | $9.71M | Buy |
154,190
+82,220
| +114% | +$5.18M | 0.47% | 37 |
|
|
2021
Q4 | $4.79M | Buy |
+71,970
| New | +$4.79M | 0.47% | 41 |
|
|
2021
Q2 | $4.64M | Buy |
97,210
+35,820
| +58% | +$1.71M | 0.48% | 40 |
|
|
2021
Q1 | $2.85M | Buy |
61,390
+7,820
| +15% | +$363K | 0.38% | 58 |
|
|
2020
Q4 | $2.35M | Sell |
53,570
-5,840
| -10% | -$256K | 0.34% | 68 |
|
|
2020
Q3 | $2.17M | Buy |
59,410
+10,540
| +22% | +$384K | 0.35% | 60 |
|
|
2020
Q2 | $1.54M | Buy |
48,870
+21,900
| +81% | +$691K | 0.28% | 85 |
|
|
2020
Q1 | $640K | Buy |
26,970
+4,840
| +22% | +$115K | 0.15% | 154 |
|
|
2019
Q4 | $700K | Buy |
22,130
+1,030
| +5% | +$32.6K | 0.11% | 188 |
|
|
2019
Q3 | $583K | Buy |
21,100
+3,580
| +20% | +$98.9K | 0.12% | 193 |
|
|
2019
Q2 | $504K | Buy |
17,520
+750
| +4% | +$21.6K | 0.07% | 221 |
|
|
2019
Q1 | $505K | Hold |
16,770
| – | – | 0.11% | 207 |
|
|
2018
Q4 | $429K | Buy |
+16,770
| New | +$429K | 0.12% | 197 |
|