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 |
|