Whitegate Investment Counselors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Buy |
1,299
+3
| +0.2% | +$827 | 0.12% | 53 |
|
|
2025
Q1 | $217K | Sell |
1,296
-595
| -31% | -$99.7K | 0.08% | 59 |
|
|
2024
Q4 | $439K | Buy |
1,891
+2
| +0.1% | +$464 | 0.15% | 51 |
|
|
2024
Q3 | $326K | Sell |
1,889
-41
| -2% | -$7.07K | 0.09% | 56 |
|
|
2024
Q2 | $311K | Buy |
1,930
+10
| +0.5% | +$1.61K | 0.09% | 53 |
|
|
2024
Q1 | $255K | Sell |
1,920
-420
| -18% | -$55.8K | 0.07% | 55 |
|
|
2023
Q4 | $261K | Buy |
+2,340
| New | +$261K | 0.08% | 54 |
|