Westover Capital Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17M | Sell |
61,586
-1,241
| -2% | -$342K | 3.39% | 4 |
|
|
2025
Q1 | $10.5M | Sell |
62,827
-11,003
| -15% | -$1.84M | 2.34% | 10 |
|
|
2024
Q4 | $17.1M | Sell |
73,830
-1,638
| -2% | -$380K | 3.77% | 5 |
|
|
2024
Q3 | $13M | Buy |
75,468
+4,368
| +6% | +$753K | 2.5% | 12 |
|
|
2024
Q2 | $11.4M | Sell |
71,100
-2,660
| -4% | -$427K | 2.94% | 7 |
|
|
2024
Q1 | $9.78M | Sell |
73,760
-10,210
| -12% | -$1.35M | 2.86% | 6 |
|
|
2023
Q4 | $9.37M | Sell |
83,970
-2,640
| -3% | -$295K | 3.05% | 5 |
|
|
2023
Q3 | $7.19M | Sell |
86,610
-2,160
| -2% | -$179K | 2.61% | 7 |
|
|
2023
Q2 | $7.7M | Sell |
88,770
-4,700
| -5% | -$408K | 2.68% | 6 |
|
|
2023
Q1 | $6M | Sell |
93,470
-1,020
| -1% | -$65.4K | 2.22% | 8 |
|
|
2022
Q4 | $5.28M | Sell |
94,490
-2,310
| -2% | -$129K | 2.09% | 10 |
|
|
2022
Q3 | $4.3M | Buy |
96,800
+2,630
| +3% | +$117K | 1.64% | 13 |
|
|
2022
Q2 | $4.58M | Buy |
94,170
+9,650
| +11% | +$469K | 1.69% | 13 |
|
|
2022
Q1 | $5.32M | Sell |
84,520
-3,440
| -4% | -$217K | 1.66% | 14 |
|
|
2021
Q4 | $5.85M | Sell |
87,960
-9,340
| -10% | -$621K | 1.7% | 16 |
|
|
2021
Q3 | $4.72M | Sell |
97,300
-1,320
| -1% | -$64K | 1.48% | 21 |
|
|
2021
Q2 | $4.7M | Sell |
98,620
-1,720
| -2% | -$82K | 1.51% | 21 |
|
|
2021
Q1 | $4.65M | Sell |
100,340
-4,230
| -4% | -$196K | 1.6% | 20 |
|
|
2020
Q4 | $4.58M | Sell |
104,570
-2,340
| -2% | -$102K | 1.65% | 21 |
|
|
2020
Q3 | $3.9M | Sell |
106,910
-16,740
| -14% | -$610K | 1.6% | 22 |
|
|
2020
Q2 | $3.9M | Sell |
123,650
-2,940
| -2% | -$92.8K | 1.83% | 16 |
|
|
2020
Q1 | $3M | Sell |
126,590
-630
| -0.5% | -$14.9K | 1.62% | 21 |
|
|
2019
Q4 | $4.02M | Sell |
127,220
-1,140
| -0.9% | -$36K | 1.8% | 19 |
|
|
2019
Q3 | $3.54M | Sell |
128,360
-1,530
| -1% | -$42.2K | 1.67% | 20 |
|
|
2019
Q2 | $3.74M | Buy |
129,890
+12,510
| +11% | +$360K | 1.85% | 16 |
|
|
2019
Q1 | $3.53M | Buy |
117,380
+27,030
| +30% | +$813K | 1.83% | 18 |
|
|
2018
Q4 | $2.3M | Sell |
90,350
-5,040
| -5% | -$128K | 1.44% | 28 |
|
|
2018
Q3 | $2.35M | Sell |
95,390
-58,550
| -38% | -$1.44M | 1.19% | 29 |
|
|
2018
Q2 | $3.74M | Sell |
153,940
-5,230
| -3% | -$127K | 2.01% | 14 |
|
|
2018
Q1 | $3.75M | Sell |
159,170
-590
| -0.4% | -$13.9K | 2.04% | 12 |
|
|
2017
Q4 | $4.1M | Sell |
159,760
-5,190
| -3% | -$133K | 2.25% | 7 |
|
|
2017
Q3 | $4M | Sell |
164,950
-5,110
| -3% | -$124K | 2.35% | 11 |
|
|
2017
Q2 | $3.96M | Sell |
170,060
-58,380
| -26% | -$1.36M | 2.61% | 6 |
|
|
2017
Q1 | $5M | Sell |
228,440
-41,850
| -15% | -$916K | 3.33% | 3 |
|
|
2016
Q4 | $4.78M | Sell |
270,290
-1,790
| -0.7% | -$31.6K | 3.42% | 3 |
|
|
2016
Q3 | $4.69M | Buy |
272,080
+7,010
| +3% | +$121K | 3.49% | 2 |
|
|
2016
Q2 | $4.12M | Buy |
265,070
+20,420
| +8% | +$317K | 3.38% | 3 |
|
|
2016
Q1 | $3.78M | Buy |
244,650
+11,440
| +5% | +$177K | 3.19% | 7 |
|
|
2015
Q4 | $3.39M | Buy |
233,210
+11,270
| +5% | +$164K | 2.82% | 7 |
|
|
2015
Q3 | $2.77M | Buy |
+221,940
| New | +$2.77M | 2.39% | 15 |
|