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Whitaker-Myers Wealth Managers’s Broadcom AVGO Stock Holding History

Whitaker-Myers Wealth Managers’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,336
Closed -$542K – 115
2024
Q4 		$542K Buy
+2,336
New +$432K 0.16% 57

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whitaker-Myers Wealth Managers's AVGO Position: Q1 2025 in Review

Whitaker-Myers Wealth Managers sold out of Broadcom (AVGO) in Q1 2025, closing a stake of 2,336 shares — an estimated $542K sold.

Whitaker-Myers Wealth Managers first reported a position in AVGO in Q4 2024 and held it in 1 quarter. The position peaked at $542K in Q4 2024. 3,816 funds tracked by Wall St. Rank hold AVGO as of Q1 2025.

  • Whitaker-Myers Wealth Managers reported no remaining Broadcom position as of Q1 2025 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 2,336 Broadcom shares in Q1 2025, an estimated $542K.
  • Whitaker-Myers Wealth Managers first reported a position in Broadcom in Q4 2024 and held it in 1 quarter.
  • Whitaker-Myers Wealth Managers's Broadcom position peaked at $542K in Q4 2024.
  • 3,816 funds tracked by Wall St. Rank held Broadcom as of Q1 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q1 2025, filed 14 Apr 2025.