Altium Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.64M | Buy |
54,290
+8,890
| +20% | +$432K | 0.19% | 68 |
|
|
2022
Q1 | $2.86M | Buy |
45,400
+6,140
| +16% | +$387K | 0.18% | 69 |
|
|
2021
Q4 | $2.61M | Buy |
39,260
+2,930
| +8% | +$195K | 0.17% | 70 |
|
|
2021
Q3 | $1.76M | Buy |
36,330
+1,710
| +5% | +$82.9K | 0.13% | 92 |
|
|
2021
Q2 | $1.65M | Sell |
34,620
-20
| -0.1% | -$954 | 0.12% | 92 |
|
|
2021
Q1 | $1.61M | Buy |
34,640
+3,070
| +10% | +$142K | 0.13% | 89 |
|
|
2020
Q4 | $1.38M | Buy |
31,570
+2,380
| +8% | +$104K | 0.12% | 89 |
|
|
2020
Q3 | $1.06M | Buy |
29,190
+1,410
| +5% | +$51.3K | 0.11% | 90 |
|
|
2020
Q2 | $877K | Buy |
27,780
+640
| +2% | +$20.2K | 0.1% | 104 |
|
|
2020
Q1 | $643K | Sell |
27,140
-840
| -3% | -$19.9K | 0.09% | 117 |
|
|
2019
Q4 | $884K | Buy |
27,980
+1,490
| +6% | +$47.1K | 0.11% | 109 |
|
|
2019
Q3 | $731K | Buy |
26,490
+2,490
| +10% | +$68.7K | 0.1% | 124 |
|
|
2019
Q2 | $691K | Buy |
24,000
+3,650
| +18% | +$105K | 0.1% | 130 |
|
|
2019
Q1 | $612K | Buy |
20,350
+310
| +2% | +$9.32K | 0.1% | 141 |
|
|
2018
Q4 | $510K | Buy |
20,040
+730
| +4% | +$18.6K | 0.1% | 140 |
|
|
2018
Q3 | $476K | Sell |
19,310
-2,270
| -11% | -$56K | 0.09% | 160 |
|
|
2018
Q2 | $524K | Buy |
+21,580
| New | +$524K | 0.14% | 113 |
|