Westwood Holdings Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.9M | Sell |
39,530
-5,004
| -11% | -$1.38M | 0.08% | 213 |
|
2025
Q1 | $7.46M | Sell |
44,534
-7,439
| -14% | -$1.25M | 0.06% | 232 |
|
2024
Q4 | $12M | Sell |
51,973
-2,865
| -5% | -$664K | 0.09% | 212 |
|
2024
Q3 | $9.46M | Buy |
54,838
+48
| +0.1% | +$8.28K | 0.04% | 266 |
|
2024
Q2 | $8.8M | Sell |
54,790
-26,990
| -33% | -$4.33M | 0.04% | 253 |
|
2024
Q1 | $10.8M | Sell |
81,780
-14,900
| -15% | -$1.97M | 0.09% | 206 |
|
2023
Q4 | $10.8M | Sell |
96,680
-13,670
| -12% | -$1.53M | 0.09% | 196 |
|
2023
Q3 | $9.17M | Sell |
110,350
-930
| -0.8% | -$77.2K | 0.09% | 197 |
|
2023
Q2 | $9.65M | Sell |
111,280
-8,360
| -7% | -$725K | 0.09% | 202 |
|
2023
Q1 | $7.68M | Sell |
119,640
-60
| -0.1% | -$3.85K | 0.07% | 218 |
|
2022
Q4 | $6.69M | Buy |
119,700
+450
| +0.4% | +$25.2K | 0.06% | 224 |
|
2022
Q3 | $5.3M | Buy |
119,250
+670
| +0.6% | +$29.8K | 0.06% | 203 |
|
2022
Q2 | $5.76M | Sell |
118,580
-13,580
| -10% | -$660K | 0.06% | 213 |
|
2022
Q1 | $8.32M | Buy |
132,160
+3,570
| +3% | +$225K | 0.08% | 204 |
|
2021
Q4 | $8.56M | Sell |
128,590
-12,530
| -9% | -$834K | 0.08% | 201 |
|
2021
Q3 | $6.84M | Sell |
141,120
-1,370
| -1% | -$66.4K | 0.07% | 209 |
|
2021
Q2 | $6.79M | Buy |
142,490
+16,290
| +13% | +$777K | 0.07% | 207 |
|
2021
Q1 | $5.85M | Buy |
126,200
+85,530
| +210% | +$3.97M | 0.06% | 237 |
|
2020
Q4 | $1.78M | Hold |
40,670
| – | – | 0.02% | 296 |
|
2020
Q3 | $1.48M | Buy |
40,670
+1,810
| +5% | +$65.9K | 0.02% | 294 |
|
2020
Q2 | $1.23M | Hold |
38,860
| – | – | 0.02% | 313 |
|
2020
Q1 | $921K | Buy |
38,860
+8,180
| +27% | +$194K | 0.01% | 317 |
|
2019
Q4 | $969K | Sell |
30,680
-1,120
| -4% | -$35.4K | 0.01% | 344 |
|
2019
Q3 | $878K | Hold |
31,800
| – | – | 0.01% | 350 |
|
2019
Q2 | $916K | Sell |
31,800
-9,590
| -23% | -$276K | 0.01% | 361 |
|
2019
Q1 | $1.24M | Buy |
41,390
+16,210
| +64% | +$487K | 0.01% | 305 |
|
2018
Q4 | $640K | Sell |
25,180
-2,750
| -10% | -$69.9K | 0.01% | 324 |
|
2018
Q3 | $689K | Sell |
27,930
-3,252,460
| -99% | -$80.2M | 0.01% | 333 |
|
2018
Q2 | $79.6M | Buy |
3,280,390
+1,374,680
| +72% | +$33.4M | 0.67% | 49 |
|
2018
Q1 | $44.9M | Buy |
1,905,710
+1,652,980
| +654% | +$39M | 0.36% | 96 |
|
2017
Q4 | $6.49M | Sell |
252,730
-2,000
| -0.8% | -$51.4K | 0.05% | 224 |
|
2017
Q3 | $6.18M | Hold |
254,730
| – | – | 0.05% | 222 |
|
2017
Q2 | $5.94M | Sell |
254,730
-28,000
| -10% | -$653K | 0.05% | 226 |
|
2017
Q1 | $6.19M | Sell |
282,730
-9,320
| -3% | -$204K | 0.05% | 232 |
|
2016
Q4 | $5.16M | Sell |
292,050
-39,000
| -12% | -$689K | 0.04% | 248 |
|
2016
Q3 | $5.71M | Hold |
331,050
| – | – | 0.05% | 233 |
|
2016
Q2 | $5.14M | Buy |
331,050
+38,050
| +13% | +$591K | 0.05% | 240 |
|
2016
Q1 | $4.53M | Hold |
293,000
| – | – | 0.04% | 238 |
|
2015
Q4 | $4.25M | Buy |
293,000
+169,000
| +136% | +$2.45M | 0.04% | 239 |
|
2015
Q3 | $1.55M | Hold |
124,000
| – | – | 0.01% | 288 |
|
2015
Q2 | $1.65M | Sell |
124,000
-152,000
| -55% | -$2.02M | 0.01% | 296 |
|
2015
Q1 | $3.51M | Sell |
276,000
-100,000
| -27% | -$1.27M | 0.03% | 254 |
|
2014
Q4 | $3.78M | Sell |
376,000
-1,345,570
| -78% | -$13.5M | 0.03% | 251 |
|
2014
Q3 | $15M | Sell |
1,721,570
-210,600
| -11% | -$1.83M | 0.12% | 151 |
|
2014
Q2 | $13.9M | Sell |
1,932,170
-702,050
| -27% | -$5.06M | 0.1% | 152 |
|
2014
Q1 | $17M | Sell |
2,634,220
-1,123,500
| -30% | -$7.24M | 0.13% | 142 |
|
2013
Q4 | $19.9M | Sell |
3,757,720
-206,250
| -5% | -$1.09M | 0.15% | 131 |
|
2013
Q3 | $17.1M | Sell |
3,963,970
-358,100
| -8% | -$1.54M | 0.14% | 138 |
|
2013
Q2 | $16.2M | Buy |
+4,322,070
| New | +$16.2M | 0.14% | 143 |
|