Altrius Capital Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-26,524
Closed -$4.58M 86
2024
Q3
$4.58M Buy
26,524
+1,924
+8% +$332K 1.15% 53
2024
Q2
$3.95M Sell
24,600
-10,220
-29% -$1.64M 1.04% 60
2024
Q1
$4.62M Buy
34,820
+2,930
+9% +$388K 1.16% 38
2023
Q4
$3.56M Sell
31,890
-29,680
-48% -$3.31M 0.99% 59
2023
Q3
$5.11M Sell
61,570
-1,280
-2% -$106K 1.52% 26
2023
Q2
$5.45M Sell
62,850
-380
-0.6% -$33K 1.62% 26
2023
Q1
$4.06M Buy
63,230
+720
+1% +$46.2K 1.24% 26
2022
Q4
$3.5M Buy
62,510
+790
+1% +$44.2K 1.1% 39
2022
Q3
$2.74M Buy
+61,720
New +$2.74M 1.04% 62