Westwood 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 | $16.4M | Sell |
59,375
-525
| -0.9% | -$145K | 5.5% | 5 |
|
|
2025
Q1 | $10M | Buy |
59,900
+1,150
| +2% | +$193K | 4.32% | 6 |
|
|
2024
Q4 | $13.6M | Sell |
58,750
-750
| -1% | -$174K | 4.92% | 5 |
|
|
2024
Q3 | $10.3M | Buy |
59,500
+4,750
| +9% | +$819K | 4.02% | 7 |
|
|
2024
Q2 | $8.79M | Hold |
54,750
| – | – | 3.28% | 8 |
|
|
2024
Q1 | $7.26M | Buy |
54,750
+6,750
| +14% | +$895K | 3.55% | 8 |
|
|
2023
Q4 | $5.36M | Buy |
48,000
+4,500
| +10% | +$502K | 4.13% | 5 |
|
|
2023
Q3 | $3.61M | Buy |
+43,500
| New | +$3.61M | 2.39% | 7 |
|