WAS
Winch Advisory Services’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Buy |
952
+15
| +2% | +$4.13K | 0.06% | 84 |
|
|
2025
Q1 | $157K | Buy |
937
+348
| +59% | +$58.3K | 0.04% | 99 |
|
|
2024
Q4 | $137K | Buy |
589
+18
| +3% | +$4.17K | 0.04% | 105 |
|
|
2024
Q3 | $98.5K | Buy |
571
+514
| +902% | +$88.7K | 0.03% | 116 |
|
|
2024
Q2 | $91.5K | Hold |
57
| – | – | 0.03% | 114 |
|
|
2024
Q1 | $75.3K | Buy |
57
+4
| +8% | +$5.29K | 0.02% | 123 |
|
|
2023
Q4 | $59K | Hold |
53
| – | – | 0.02% | 135 |
|
|
2023
Q3 | $44K | Hold |
53
| – | – | 0.02% | 145 |
|
|
2023
Q2 | $46K | Hold |
53
| – | – | 0.02% | 135 |
|
|
2023
Q1 | $34K | Buy |
53
+1
| +2% | +$642 | 0.01% | 147 |
|
|
2022
Q4 | $29K | Sell |
52
-16
| -24% | -$8.92K | 0.01% | 157 |
|
|
2022
Q3 | $30K | Sell |
68
-8
| -11% | -$3.53K | 0.01% | 138 |
|
|
2022
Q2 | $37K | Sell |
76
-1
| -1% | -$487 | 0.02% | 137 |
|
|
2022
Q1 | $49K | Hold |
77
| – | – | 0.02% | 130 |
|
|
2021
Q4 | $51K | Buy |
77
+1
| +1% | +$662 | 0.02% | 130 |
|
|
2021
Q3 | $37K | Buy |
76
+41
| +117% | +$20K | 0.01% | 149 |
|
|
2021
Q2 | $17K | Hold |
35
| – | – | 0.01% | 219 |
|
|
2021
Q1 | $16K | Hold |
35
| – | – | 0.01% | 206 |
|
|
2020
Q4 | $15K | Buy |
+35
| New | +$15K | 0.01% | 183 |
|
|
2019
Q3 | – | Sell |
-1
| Closed | – | – | 356 |
|
|
2019
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 436 |
|
|
2018
Q1 | – | Sell |
-6
| Closed | -$2K | – | 306 |
|
|
2017
Q4 | $2K | Sell |
6
-5
| -45% | -$1.67K | ﹤0.01% | 254 |
|
|
2017
Q3 | $3K | Hold |
11
| – | – | ﹤0.01% | 227 |
|
|
2017
Q2 | $3K | Hold |
11
| – | – | ﹤0.01% | 235 |
|
|
2017
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 241 |
|
|
2016
Q4 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 224 |
|