Annapolis Financial Services’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $190K | Buy |
1,099
+9
| +0.8% | +$1.55K | 0.06% | 96 |
|
|
2024
Q2 | $175K | Hold |
1,090
| – | – | 0.06% | 98 |
|
|
2024
Q1 | $144K | Buy |
1,090
+300
| +38% | +$39.8K | 0.05% | 103 |
|
|
2023
Q4 | $88.2K | Sell |
790
-50
| -6% | -$5.58K | 0.02% | 157 |
|
|
2023
Q3 | $69.8K | Hold |
840
| – | – | 0.02% | 166 |
|
|
2023
Q2 | $72.9K | Buy |
840
+50
| +6% | +$4.34K | 0.02% | 161 |
|
|
2023
Q1 | $50.7K | Hold |
790
| – | – | 0.02% | 172 |
|
|
2022
Q4 | $44.2K | Sell |
790
-70
| -8% | -$3.91K | 0.01% | 176 |
|
|
2022
Q3 | $38K | Buy |
860
+370
| +76% | +$16.3K | 0.01% | 193 |
|
|
2022
Q2 | $24K | Hold |
490
| – | – | 0.01% | 231 |
|
|
2022
Q1 | $31K | Hold |
490
| – | – | 0.01% | 222 |
|
|
2021
Q4 | $33K | Hold |
490
| – | – | 0.01% | 223 |
|
|
2021
Q3 | $24K | Buy |
490
+300
| +158% | +$14.7K | 0.01% | 226 |
|
|
2021
Q2 | $9K | Buy |
190
+40
| +27% | +$1.9K | ﹤0.01% | 271 |
|
|
2021
Q1 | $7K | Hold |
150
| – | – | ﹤0.01% | 278 |
|
|
2020
Q4 | $7K | Buy |
+150
| New | +$7K | ﹤0.01% | 275 |
|