Andesa Financial Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $4.37M | Buy |
114,400
+48,860
| +75% | +$1.86M | 2.24% | 9 |
|
|
2022
Q4 | $3.66M | Sell |
65,540
-48,020
| -42% | -$2.68M | 2% | 8 |
|
|
2022
Q3 | $5.04M | Buy |
113,560
+38,290
| +51% | +$1.7M | 1.76% | 18 |
|
|
2022
Q2 | $3.66M | Sell |
75,270
-370
| -0.5% | -$18K | 2.31% | 8 |
|
|
2022
Q1 | $4.76M | Buy |
75,640
+50,180
| +197% | +$3.16M | 2.57% | 4 |
|
|
2021
Q4 | $1.69M | Buy |
25,460
+1,000
| +4% | +$66.5K | 0.83% | 39 |
|
|
2021
Q3 | $1.19M | Sell |
24,460
-4,530
| -16% | -$220K | 0.65% | 47 |
|
|
2021
Q2 | $1.38M | Sell |
28,990
-2,050
| -7% | -$97.9K | 0.42% | 58 |
|
|
2021
Q1 | $1.44M | Buy |
31,040
+4,310
| +16% | +$200K | 0.47% | 54 |
|
|
2020
Q4 | $1.17M | Sell |
26,730
-7,420
| -22% | -$325K | 0.77% | 46 |
|
|
2020
Q3 | $1.24M | Buy |
34,150
+13,500
| +65% | +$492K | 0.51% | 52 |
|
|
2020
Q2 | $653K | Buy |
20,650
+11,830
| +134% | +$374K | 0.58% | 49 |
|
|
2020
Q1 | $208K | Sell |
8,820
-4,930
| -36% | -$116K | 0.23% | 81 |
|
|
2019
Q4 | $432K | Sell |
13,750
-1,160
| -8% | -$36.4K | 0.38% | 61 |
|
|
2019
Q3 | $410K | Sell |
14,910
-480
| -3% | -$13.2K | 0.4% | 61 |
|
|
2019
Q2 | $442K | Sell |
15,390
-14,470
| -48% | -$416K | 0.42% | 60 |
|
|
2019
Q1 | $898K | Buy |
29,860
+16,300
| +120% | +$490K | 0.44% | 51 |
|
|
2018
Q4 | $347K | Buy |
+13,560
| New | +$347K | 0.41% | 63 |
|
|
2018
Q3 | – | Sell |
-43,600
| Closed | -$1.06M | – | 61 |
|
|
2018
Q2 | $1.06M | Buy |
43,600
+21,550
| +98% | +$522K | 1.71% | 26 |
|
|
2018
Q1 | $519K | Buy |
22,050
+4,200
| +24% | +$98.9K | 0.86% | 44 |
|
|
2017
Q4 | $459K | Buy |
+17,850
| New | +$459K | 0.68% | 51 |
|