Whitney & Co’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.5M | Sell |
107,197
-1,260
| -1% | -$347K | 2.92% | 6 |
|
|
2025
Q1 | $18.2M | Sell |
108,457
-1,700
| -2% | -$285K | 1.93% | 15 |
|
|
2024
Q4 | $25.5M | Buy |
110,157
+695
| +0.6% | +$161K | 2.68% | 8 |
|
|
2024
Q3 | $18.9M | Buy |
109,462
+982
| +0.9% | +$169K | 2.02% | 13 |
|
|
2024
Q2 | $17.4M | Sell |
108,480
-510
| -0.5% | -$81.9K | 2% | 16 |
|
|
2024
Q1 | $14.4M | Sell |
108,990
-15,160
| -12% | -$2.01M | 1.72% | 21 |
|
|
2023
Q4 | $13.9M | Buy |
124,150
+66,370
| +115% | +$7.41M | 1.79% | 20 |
|
|
2023
Q3 | $4.8M | Buy |
57,780
+950
| +2% | +$78.9K | 0.72% | 40 |
|
|
2023
Q2 | $4.93M | Buy |
56,830
+440
| +0.8% | +$38.2K | 0.71% | 44 |
|
|
2023
Q1 | $3.62M | Buy |
56,390
+2,240
| +4% | +$144K | 0.57% | 48 |
|
|
2022
Q4 | $3.03M | Buy |
54,150
+580
| +1% | +$32.4K | 0.56% | 47 |
|
|
2022
Q3 | $2.38M | Buy |
53,570
+550
| +1% | +$24.4K | 0.46% | 49 |
|
|
2022
Q2 | $2.58M | Buy |
53,020
+370
| +0.7% | +$18K | 0.47% | 51 |
|
|
2022
Q1 | $3.32M | Buy |
52,650
+1,990
| +4% | +$125K | 0.51% | 53 |
|
|
2021
Q4 | $3.37M | Buy |
50,660
+270
| +0.5% | +$18K | 0.5% | 56 |
|
|
2021
Q3 | $2.44M | Buy |
50,390
+650
| +1% | +$31.5K | 0.39% | 58 |
|
|
2021
Q2 | $2.37M | Buy |
49,740
+1,260
| +3% | +$60.1K | 0.38% | 56 |
|
|
2021
Q1 | $2.25M | Buy |
48,480
+1,180
| +2% | +$54.7K | 0.39% | 56 |
|
|
2020
Q4 | $2.19M | Buy |
47,300
+740
| +2% | +$34.3K | 0.35% | 60 |
|
|
2020
Q3 | $1.7M | Buy |
+46,560
| New | +$1.7M | 0.32% | 57 |
|
|
2018
Q4 | – | Sell |
-630
| Closed | -$15K | – | 136 |
|
|
2018
Q3 | $15K | Buy |
+630
| New | +$15K | ﹤0.01% | 281 |
|