World Investment Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.7M | Buy |
158,445
+361
| +0.2% | +$99.5K | 0.99% | 14 |
|
|
2025
Q1 | $26.5M | Buy |
158,084
+4,461
| +3% | +$747K | 0.69% | 26 |
|
|
2024
Q4 | $35.6M | Buy |
153,623
+22,123
| +17% | +$5.13M | 0.97% | 15 |
|
|
2024
Q3 | $22.7M | Buy |
131,500
+109,640
| +502% | +$18.9M | 0.71% | 24 |
|
|
2024
Q2 | $3.51M | Buy |
21,860
+19,520
| +834% | +$3.13M | 0.22% | 96 |
|
|
2024
Q1 | $310K | Sell |
2,340
-2,140
| -48% | -$284K | 0.04% | 303 |
|
|
2023
Q4 | $500K | Sell |
4,480
-460
| -9% | -$51.3K | 0.06% | 221 |
|
|
2023
Q3 | $411K | Buy |
4,940
+400
| +9% | +$33.3K | 0.08% | 161 |
|
|
2023
Q2 | $394K | Buy |
4,540
+1,210
| +36% | +$105K | 0.08% | 157 |
|
|
2023
Q1 | $214K | Buy |
+3,330
| New | +$214K | 0.04% | 217 |
|
|
2022
Q4 | – | Sell |
-4,880
| Closed | -$216K | – | 242 |
|
|
2022
Q3 | $216K | Sell |
4,880
-240
| -5% | -$10.6K | 0.05% | 214 |
|
|
2022
Q2 | $280K | Buy |
5,120
+1,790
| +54% | +$97.9K | 0.06% | 204 |
|
|
2022
Q1 | $210K | Buy |
+3,330
| New | +$210K | 0.04% | 249 |
|
|
2021
Q1 | – | Sell |
-5,060
| Closed | -$246K | – | 229 |
|
|
2020
Q4 | $246K | Buy |
+5,060
| New | +$246K | 0.06% | 194 |
|
|
2019
Q1 | – | Sell |
-12,200
| Closed | -$336K | – | 130 |
|
|
2018
Q4 | $336K | Buy |
+12,200
| New | +$336K | 0.15% | 91 |
|