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