Avitas Wealth 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 | $14M | Sell |
60,267
-1,010
| -2% | -$234K | 1.93% | 12 |
|
|
2024
Q3 | $10.6M | Buy |
61,277
+2,357
| +4% | +$407K | 1.49% | 13 |
|
|
2024
Q2 | $9.46M | Sell |
58,920
-700
| -1% | -$112K | 1.39% | 13 |
|
|
2024
Q1 | $7.9M | Sell |
59,620
-580
| -1% | -$76.9K | 1.2% | 17 |
|
|
2023
Q4 | $6.72M | Buy |
60,200
+620
| +1% | +$69.2K | 1.12% | 20 |
|
|
2023
Q3 | $4.95M | Sell |
59,580
-1,250
| -2% | -$104K | 0.94% | 26 |
|
|
2023
Q2 | $5.28M | Sell |
60,830
-220
| -0.4% | -$19.1K | 0.95% | 24 |
|
|
2023
Q1 | $3.92M | Sell |
61,050
-520
| -0.8% | -$33.4K | 0.77% | 36 |
|
|
2022
Q4 | $3.44M | Buy |
61,570
+290
| +0.5% | +$16.2K | 0.73% | 41 |
|
|
2022
Q3 | $2.72M | Buy |
61,280
+680
| +1% | +$30.2K | 0.62% | 45 |
|
|
2022
Q2 | $2.94M | Sell |
60,600
-160
| -0.3% | -$7.77K | 0.64% | 45 |
|
|
2022
Q1 | $3.83M | Sell |
60,760
-35,860
| -37% | -$2.26M | 0.69% | 39 |
|
|
2021
Q4 | $6.43M | Sell |
96,620
-18,390
| -16% | -$1.22M | 1.08% | 26 |
|
|
2021
Q3 | $5.58M | Sell |
115,010
-760
| -0.7% | -$36.9K | 1.02% | 25 |
|
|
2021
Q2 | $5.52M | Buy |
115,770
+3,300
| +3% | +$157K | 0.98% | 28 |
|
|
2021
Q1 | $5.22M | Buy |
112,470
+44,240
| +65% | +$2.05M | 1.02% | 22 |
|
|
2020
Q4 | $2.99M | Buy |
68,230
+10
| +0% | +$438 | 0.6% | 55 |
|
|
2020
Q3 | $2.49M | Sell |
68,220
-730
| -1% | -$26.6K | 0.69% | 46 |
|
|
2020
Q2 | $2.18M | Sell |
68,950
-2,460
| -3% | -$77.6K | 0.72% | 50 |
|
|
2020
Q1 | $1.69M | Sell |
71,410
-54,230
| -43% | -$1.29M | 0.77% | 46 |
|
|
2019
Q4 | $3.97M | Buy |
125,640
+980
| +0.8% | +$31K | 1.02% | 28 |
|
|
2019
Q3 | $3.44M | Buy |
124,660
+2,980
| +2% | +$82.3K | 0.95% | 34 |
|
|
2019
Q2 | $3.5M | Sell |
121,680
-880
| -0.7% | -$25.3K | 0.97% | 31 |
|
|
2019
Q1 | $3.69M | Buy |
122,560
+950
| +0.8% | +$28.6K | 1.07% | 26 |
|
|
2018
Q4 | $3.09M | Buy |
121,610
+49,850
| +69% | +$1.27M | 1.02% | 35 |
|
|
2018
Q3 | $1.77M | Buy |
71,760
+910
| +1% | +$22.5K | 0.5% | 88 |
|
|
2018
Q2 | $1.72M | Buy |
+70,850
| New | +$1.72M | 0.54% | 89 |
|