AWM
Altavista Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $6.48M | Buy |
9,733
+511
| +6% | +$340K | 1.31% | 24 |
|
|
2021
Q3 | $4.47M | Buy |
9,222
+32
| +0.3% | +$15.5K | 0.99% | 27 |
|
|
2021
Q2 | $4.38M | Buy |
9,190
+765
| +9% | +$365K | 0.96% | 28 |
|
|
2021
Q1 | $3.91M | Buy |
8,425
+133
| +2% | +$61.7K | 0.95% | 29 |
|
|
2020
Q4 | $3.63M | Buy |
8,292
+463
| +6% | +$203K | 0.92% | 32 |
|
|
2020
Q3 | $2.85M | Buy |
7,829
+801
| +11% | +$292K | 0.78% | 35 |
|
|
2020
Q2 | $2.22M | Buy |
7,028
+4,423
| +170% | +$1.4M | 0.64% | 40 |
|
|
2020
Q1 | $618K | Buy |
2,605
+1,280
| +97% | +$304K | 0.21% | 78 |
|
|
2019
Q4 | $419K | Sell |
1,325
-110
| -8% | -$34.8K | 0.12% | 114 |
|
|
2019
Q3 | $396K | Buy |
1,435
+95
| +7% | +$26.2K | 0.12% | 115 |
|
|
2019
Q2 | $386K | Buy |
+1,340
| New | +$386K | 0.12% | 110 |
|