Wright Investors Service’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Sell |
39,981
-1,428
| -3% | -$394K | 3.33% | 6 |
|
|
2025
Q1 | $6.93M | Sell |
41,409
-3,791
| -8% | -$635K | 2.29% | 10 |
|
|
2024
Q4 | $10.5M | Sell |
45,200
-5,777
| -11% | -$1.34M | 3.4% | 6 |
|
|
2024
Q3 | $8.79M | Buy |
50,977
+997
| +2% | +$172K | 2.3% | 9 |
|
|
2024
Q2 | $8.02M | Buy |
49,980
+1,730
| +4% | +$278K | 2.11% | 9 |
|
|
2024
Q1 | $6.4M | Buy |
48,250
+7,580
| +19% | +$1M | 1.62% | 14 |
|
|
2023
Q4 | $4.54M | Sell |
40,670
-20
| -0% | -$2.23K | 1.28% | 20 |
|
|
2023
Q3 | $3.38M | Sell |
40,690
-4,880
| -11% | -$405K | 0.98% | 34 |
|
|
2023
Q2 | $3.95M | Sell |
45,570
-1,610
| -3% | -$140K | 1.11% | 22 |
|
|
2023
Q1 | $3.03M | Sell |
47,180
-30,570
| -39% | -$1.96M | 0.86% | 36 |
|
|
2022
Q4 | $4.35M | Buy |
77,750
+17,600
| +29% | +$984K | 1.25% | 20 |
|
|
2022
Q3 | $2.67M | Sell |
60,150
-10
| -0% | -$444 | 0.84% | 40 |
|
|
2022
Q2 | $2.92M | Sell |
60,160
-9,090
| -13% | -$442K | 0.84% | 40 |
|
|
2022
Q1 | $4.36M | Sell |
69,250
-16,240
| -19% | -$1.02M | 1.08% | 25 |
|
|
2021
Q4 | $5.69M | Sell |
85,490
-1,130
| -1% | -$75.2K | 1.44% | 17 |
|
|
2021
Q3 | $4.2M | Sell |
86,620
-11,890
| -12% | -$577K | 1.19% | 23 |
|
|
2021
Q2 | $4.7M | Buy |
98,510
+940
| +1% | +$44.8K | 1.27% | 20 |
|
|
2021
Q1 | $4.52M | Sell |
97,570
-440
| -0.4% | -$20.4K | 1.37% | 17 |
|
|
2020
Q4 | $4.29M | Sell |
98,010
-2,180
| -2% | -$95.4K | 1.47% | 16 |
|
|
2020
Q3 | $3.65M | Buy |
100,190
+38,290
| +62% | +$1.4M | 1.3% | 18 |
|
|
2020
Q2 | $1.95M | Buy |
61,900
+5,820
| +10% | +$184K | 0.75% | 40 |
|
|
2020
Q1 | $1.33M | Sell |
56,080
-20,710
| -27% | -$491K | 0.57% | 56 |
|
|
2019
Q4 | $2.43M | Sell |
76,790
-18,150
| -19% | -$573K | 0.83% | 38 |
|
|
2019
Q3 | $2.62M | Buy |
94,940
+9,460
| +11% | +$261K | 0.94% | 33 |
|
|
2019
Q2 | $2.46M | Buy |
85,480
+52,170
| +157% | +$1.5M | 0.94% | 35 |
|
|
2019
Q1 | $1M | Sell |
33,310
-26,030
| -44% | -$783K | 0.4% | 68 |
|
|
2018
Q4 | $1.51M | Buy |
+59,340
| New | +$1.51M | 0.65% | 51 |
|
|
2016
Q2 | – | Sell |
-25,900
| Closed | -$400K | – | 215 |
|
|
2016
Q1 | $400K | Buy |
+25,900
| New | +$400K | 0.16% | 171 |
|