WPP
Whalerock Point Partners’s Broadcom AVGO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.52M | Buy |
9,150
+473
| +5% | +$130K | 0.55% | 41 |
|
2025
Q1 | $1.45M | Buy |
8,677
+1,450
| +20% | +$243K | 0.34% | 52 |
|
2024
Q4 | $1.68M | Buy |
7,227
+927
| +15% | +$215K | 0.39% | 48 |
|
2024
Q3 | $1.09M | Buy |
6,300
+5,904
| +1,491% | +$1.02M | 0.26% | 62 |
|
2024
Q2 | $636K | Buy |
396
+126
| +47% | +$202K | 0.17% | 83 |
|
2024
Q1 | $358K | Sell |
270
-21
| -7% | -$27.8K | 0.1% | 126 |
|
2023
Q4 | $325K | Buy |
+291
| New | +$325K | 0.1% | 121 |
|
2018
Q2 | – | Sell |
-1,150
| Closed | -$271K | – | 125 |
|
2018
Q1 | $271K | Sell |
1,150
-3,300
| -74% | -$778K | 0.09% | 156 |
|
2017
Q4 | $1.14M | Buy |
+4,450
| New | +$1.14M | 0.36% | 52 |
|
2015
Q4 | – | Sell |
-1,600
| Closed | -$200K | – | 144 |
|
2015
Q3 | $200K | Buy |
+1,600
| New | +$200K | 0.09% | 145 |
|