Advisor Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $6.24M | Buy |
128,350
+6,950
| +6% | +$338K | 0.44% | 41 |
|
|
2022
Q1 | $7.64M | Buy |
121,400
+2,480
| +2% | +$156K | 0.48% | 36 |
|
|
2021
Q4 | $7.91M | Buy |
118,920
+7,070
| +6% | +$470K | 0.48% | 37 |
|
|
2021
Q3 | $5.42M | Sell |
111,850
-460
| -0.4% | -$22.3K | 0.37% | 49 |
|
|
2021
Q2 | $5.36M | Buy |
112,310
+380
| +0.3% | +$18.1K | 0.35% | 56 |
|
|
2021
Q1 | $5.19M | Hold |
111,930
| – | – | 0.37% | 54 |
|
|
2020
Q4 | $4.9M | Buy |
111,930
+6,780
| +6% | +$297K | 0.37% | 51 |
|
|
2020
Q3 | $3.83M | Buy |
105,150
+3,320
| +3% | +$121K | 0.33% | 59 |
|
|
2020
Q2 | $3.21M | Buy |
101,830
+19,760
| +24% | +$623K | 0.3% | 62 |
|
|
2020
Q1 | $1.95M | Sell |
82,070
-42,970
| -34% | -$1.02M | 0.24% | 91 |
|
|
2019
Q4 | $3.79M | Buy |
125,040
+18,500
| +17% | +$561K | 0.39% | 57 |
|
|
2019
Q3 | $2.94M | Buy |
106,540
+9,720
| +10% | +$268K | 0.36% | 59 |
|
|
2019
Q2 | $2.79M | Sell |
96,820
-350
| -0.4% | -$10.1K | 0.34% | 55 |
|
|
2019
Q1 | $2.92M | Sell |
97,170
-4,650
| -5% | -$140K | 0.37% | 56 |
|
|
2018
Q4 | $2.59M | Buy |
101,820
+36,730
| +56% | +$934K | 0.41% | 53 |
|
|
2018
Q3 | $1.61M | Sell |
65,090
-7,160
| -10% | -$177K | 0.22% | 85 |
|
|
2018
Q2 | $1.75M | Buy |
72,250
+6,640
| +10% | +$161K | 0.3% | 71 |
|
|
2018
Q1 | $1.55M | Buy |
65,610
+3,720
| +6% | +$87.7K | 0.29% | 74 |
|
|
2017
Q4 | $1.65M | Buy |
61,890
+3,130
| +5% | +$83.4K | 0.29% | 73 |
|
|
2017
Q3 | $1.43M | Sell |
58,760
-90
| -0.2% | -$2.18K | 0.28% | 73 |
|
|
2017
Q2 | $1.37M | Buy |
58,850
+5,370
| +10% | +$125K | 0.32% | 74 |
|
|
2017
Q1 | $1.17M | Buy |
53,480
+4,520
| +9% | +$99K | 0.31% | 78 |
|
|
2016
Q4 | $865K | Buy |
48,960
+11,780
| +32% | +$208K | 0.26% | 99 |
|
|
2016
Q3 | $641K | Buy |
37,180
+6,970
| +23% | +$120K | 0.21% | 118 |
|
|
2016
Q2 | $469K | Buy |
30,210
+2,530
| +9% | +$39.3K | 0.16% | 157 |
|
|
2016
Q1 | $428K | Buy |
27,680
+11,500
| +71% | +$178K | 0.16% | 157 |
|
|
2015
Q4 | $235K | Sell |
16,180
-1,360
| -8% | -$19.8K | 0.08% | 270 |
|
|
2015
Q3 | $219K | Buy |
17,540
+1,250
| +8% | +$15.6K | 0.09% | 274 |
|
|
2015
Q2 | $210K | Buy |
+16,290
| New | +$210K | 0.08% | 300 |
|