Williams Jones Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $157M | Buy |
571,279
+7,628
| +1% | +$2.1M | 1.88% | 13 |
|
|
2025
Q1 | $94.4M | Buy |
563,651
+6,894
| +1% | +$1.15M | 1.21% | 28 |
|
|
2024
Q4 | $129M | Sell |
556,757
-4,472
| -0.8% | -$1.04M | 1.56% | 19 |
|
|
2024
Q3 | $96.8M | Buy |
561,229
+6,539
| +1% | +$1.13M | 1.14% | 30 |
|
|
2024
Q2 | $89.1M | Buy |
554,690
+33,220
| +6% | +$5.33M | 1.11% | 32 |
|
|
2024
Q1 | $69.1M | Buy |
521,470
+261,540
| +101% | +$34.7M | 0.88% | 35 |
|
|
2023
Q4 | $29M | Buy |
259,930
+48,980
| +23% | +$5.47M | 0.41% | 54 |
|
|
2023
Q3 | $17.5M | Sell |
210,950
-2,460
| -1% | -$204K | 0.27% | 72 |
|
|
2023
Q2 | $18.5M | Buy |
213,410
+2,400
| +1% | +$208K | 0.28% | 73 |
|
|
2023
Q1 | $13.5M | Buy |
211,010
+6,560
| +3% | +$421K | 0.21% | 85 |
|
|
2022
Q4 | $11.4M | Sell |
204,450
-4,660
| -2% | -$261K | 0.19% | 94 |
|
|
2022
Q3 | $9.29M | Sell |
209,110
-9,600
| -4% | -$426K | 0.16% | 98 |
|
|
2022
Q2 | $10.6M | Buy |
218,710
+2,360
| +1% | +$115K | 0.17% | 98 |
|
|
2022
Q1 | $13.6M | Sell |
216,350
-9,460
| -4% | -$596K | 0.19% | 86 |
|
|
2021
Q4 | $15M | Sell |
225,810
-1,610
| -0.7% | -$107K | 0.19% | 83 |
|
|
2021
Q3 | $11M | Buy |
227,420
+4,810
| +2% | +$233K | 0.15% | 93 |
|
|
2021
Q2 | $10.6M | Sell |
222,610
-4,420
| -2% | -$211K | 0.15% | 94 |
|
|
2021
Q1 | $10.5M | Buy |
227,030
+910
| +0.4% | +$42.2K | 0.16% | 92 |
|
|
2020
Q4 | $9.9M | Sell |
226,120
-1,180
| -0.5% | -$51.7K | 0.16% | 86 |
|
|
2020
Q3 | $8.28M | Buy |
227,300
+27,980
| +14% | +$1.02M | 0.15% | 87 |
|
|
2020
Q2 | $6.29M | Buy |
199,320
+34,940
| +21% | +$1.1M | 0.13% | 96 |
|
|
2020
Q1 | $3.9M | Buy |
164,380
+9,530
| +6% | +$226K | 0.1% | 105 |
|
|
2019
Q4 | $4.89M | Buy |
154,850
+10,650
| +7% | +$337K | 0.09% | 119 |
|
|
2019
Q3 | $3.98M | Buy |
+144,200
| New | +$3.98M | 0.08% | 128 |
|