WPP
AVGO icon

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