Winch Advisory Services’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $521K | Buy |
1,684
+195
| +13% | +$64.2K | 0.12% | 74 |
|
|
2025
Q4 | $515K | Buy |
1,489
+96
| +7% | +$34.3K | 0.11% | 73 |
|
|
2025
Q3 | $459K | Buy |
1,393
+441
| +46% | +$135K | 0.1% | 74 |
|
|
2025
Q2 | $262K | Buy |
952
+15
| +2% | +$3.26K | 0.06% | 84 |
|
|
2025
Q1 | $157K | Buy |
937
+348
| +59% | +$73.7K | 0.04% | 99 |
|
|
2024
Q4 | $137K | Buy |
589
+18
| +3% | +$3.33K | 0.04% | 105 |
|
|
2024
Q3 | $98.5K | Buy |
571
+1
| +0.2% | +$160 | 0.03% | 116 |
|
|
2024
Q2 | $91.5K | Hold |
570
| – | – | 0.03% | 114 |
|
|
2024
Q1 | $75.3K | Buy |
570
+40
| +8% | +$4.96K | 0.02% | 123 |
|
|
2023
Q4 | $59K | Hold |
530
| – | – | 0.02% | 135 |
|
|
2023
Q3 | $44K | Hold |
530
| – | – | 0.02% | 145 |
|
|
2023
Q2 | $46K | Hold |
530
| – | – | 0.02% | 135 |
|
|
2023
Q1 | $34K | Buy |
530
+10
| +2% | +$602 | 0.01% | 147 |
|
|
2022
Q4 | $29K | Sell |
520
-160
| -24% | -$8.02K | 0.01% | 157 |
|
|
2022
Q3 | $30K | Sell |
680
-80
| -11% | -$4.09K | 0.01% | 138 |
|
|
2022
Q2 | $37K | Sell |
760
-10
| -1% | -$561 | 0.02% | 137 |
|
|
2022
Q1 | $49K | Hold |
770
| – | – | 0.02% | 130 |
|
|
2021
Q4 | $51K | Buy |
770
+10
| +1% | +$562 | 0.02% | 130 |
|
|
2021
Q3 | $37K | Buy |
760
+410
| +117% | +$19.9K | 0.01% | 149 |
|
|
2021
Q2 | $17K | Hold |
350
| – | – | 0.01% | 219 |
|
|
2021
Q1 | $16K | Hold |
350
| – | – | 0.01% | 206 |
|
|
2020
Q4 | $15K | Buy |
+350
| New | +$13.6K | 0.01% | 183 |
|
|
2019
Q3 | – | Sell |
-10
| Closed | – | – | 356 |
|
|
2019
Q2 | $0 | Buy |
+10
| New | +$291 | ﹤0.01% | 436 |
|
|
2018
Q1 | – | Sell |
-60
| Closed | -$2K | – | 306 |
|
|
2017
Q4 | $2K | Sell |
60
-50
| -45% | -$1.3K | ﹤0.01% | 254 |
|
|
2017
Q3 | $3K | Hold |
110
| – | – | ﹤0.01% | 227 |
|
|
2017
Q2 | $3K | Hold |
110
| – | – | ﹤0.01% | 235 |
|
|
2017
Q1 | $2K | Hold |
110
| – | – | ﹤0.01% | 241 |
|
|
2016
Q4 | $2K | Buy |
+110
| New | +$1.91K | ﹤0.01% | 224 |
|
Other funds holding AVGO
VCM
VPM
