WIM
Westside Investment Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.92M | Buy |
25,613
+359
| +1% | +$97.1K | 1.28% | 14 |
|
|
2025
Q1 | $4.24M | Buy |
25,254
+60
| +0.2% | +$10.1K | 0.9% | 27 |
|
|
2024
Q4 | $5.84M | Sell |
25,194
-621
| -2% | -$144K | 1.23% | 19 |
|
|
2024
Q3 | $4.14M | Buy |
25,815
+23,222
| +896% | +$3.72M | 0.88% | 28 |
|
|
2024
Q2 | $4.16M | Buy |
2,593
+15
| +0.6% | +$24.1K | 0.95% | 26 |
|
|
2024
Q1 | $3.45M | Buy |
2,578
+360
| +16% | +$482K | 0.83% | 28 |
|
|
2023
Q4 | $2.48M | Sell |
2,218
-50
| -2% | -$55.8K | 0.63% | 36 |
|
|
2023
Q3 | $1.88M | Hold |
2,268
| – | – | 0.54% | 48 |
|
|
2023
Q2 | $1.98M | Hold |
2,268
| – | – | 0.56% | 46 |
|
|
2023
Q1 | $1.46M | Sell |
2,268
-30
| -1% | -$19.3K | 0.43% | 63 |
|
|
2022
Q4 | $499K | Hold |
2,298
| – | – | 1.23% | 17 |
|
|
2022
Q3 | $400K | Sell |
2,298
-35
| -2% | -$6.1K | 0.96% | 23 |
|
|
2022
Q2 | $565K | Sell |
2,333
-8
| -0.3% | -$1.94K | 1.28% | 16 |
|
|
2022
Q1 | $565K | Sell |
2,341
-20
| -0.8% | -$4.83K | 1.24% | 17 |
|
|
2021
Q4 | $440K | Sell |
2,361
-10
| -0.4% | -$1.86K | 1% | 26 |
|
|
2021
Q3 | $439K | Sell |
2,371
-200
| -8% | -$37.1K | 1.01% | 25 |
|
|
2021
Q2 | $430K | Hold |
2,571
| – | – | 1% | 25 |
|
|
2021
Q1 | $372K | Sell |
2,571
-49
| -2% | -$7.09K | 0.98% | 25 |
|
|
2020
Q4 | $351K | Buy |
2,620
+8
| +0.3% | +$1.07K | 0.96% | 22 |
|
|
2020
Q3 | $292K | Buy |
2,612
+1
| +0% | +$112 | 0.13% | 24 |
|
|
2020
Q2 | $253K | Buy |
2,611
+260
| +11% | +$25.2K | 0.15% | 22 |
|
|
2020
Q1 | $112K | Buy |
+2,351
| New | +$112K | 0.08% | 44 |
|
|
2019
Q2 | $95K | Buy |
+600
| New | +$95K | 0.21% | 30 |
|
|
2018
Q4 | $217K | Sell |
850
-500
| -37% | -$128K | 0.08% | 148 |
|
|
2018
Q3 | $331K | Buy |
1,350
+100
| +8% | +$24.5K | 0.11% | 113 |
|
|
2018
Q2 | $291K | Buy |
1,250
+300
| +32% | +$69.8K | 0.1% | 127 |
|
|
2018
Q1 | $216K | Buy |
950
+410
| +76% | +$93.3K | 0.12% | 148 |
|
|
2017
Q4 | $147K | Buy |
540
+40
| +8% | +$10.9K | 0.08% | 182 |
|
|
2017
Q3 | $123K | Hold |
500
| – | – | 0.07% | 178 |
|
|
2017
Q2 | $121K | Hold |
500
| – | – | 0.08% | 179 |
|
|
2017
Q1 | $109K | Hold |
500
| – | – | 0.05% | 181 |
|
|
2016
Q4 | $89.7K | Buy |
+500
| New | +$89.7K | 0.06% | 148 |
|