Balasa Dinverno & Foltz’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.04M | Sell |
23,430
-380
| -2% | -$16.9K | 0.07% | 122 |
|
|
2022
Q2 | $1.16M | Buy |
23,810
+2,040
| +9% | +$99.1K | 0.07% | 117 |
|
|
2022
Q1 | $1.37M | Buy |
21,770
+4,180
| +24% | +$263K | 0.09% | 97 |
|
|
2021
Q4 | $1.17M | Buy |
17,590
+790
| +5% | +$52.5K | 0.08% | 115 |
|
|
2021
Q3 | $815K | Buy |
16,800
+380
| +2% | +$18.4K | 0.06% | 136 |
|
|
2021
Q2 | $783K | Buy |
16,420
+470
| +3% | +$22.4K | 0.06% | 139 |
|
|
2021
Q1 | $740K | Buy |
15,950
+1,670
| +12% | +$77.5K | 0.06% | 138 |
|
|
2020
Q4 | $625K | Buy |
14,280
+1,490
| +12% | +$65.2K | 0.05% | 147 |
|
|
2020
Q3 | $466K | Buy |
12,790
+590
| +5% | +$21.5K | 0.04% | 157 |
|
|
2020
Q2 | $385K | Sell |
12,200
-2,590
| -18% | -$81.7K | 0.04% | 152 |
|
|
2020
Q1 | $351K | Sell |
14,790
-5,420
| -27% | -$129K | 0.04% | 167 |
|
|
2019
Q4 | $639K | Buy |
20,210
+1,560
| +8% | +$49.3K | 0.07% | 134 |
|
|
2019
Q3 | $515K | Sell |
18,650
-3,520
| -16% | -$97.2K | 0.06% | 148 |
|
|
2019
Q2 | $638K | Sell |
22,170
-4,810
| -18% | -$138K | 0.07% | 121 |
|
|
2019
Q1 | $811K | Buy |
26,980
+3,840
| +17% | +$115K | 0.1% | 89 |
|
|
2018
Q4 | $588K | Buy |
23,140
+4,090
| +21% | +$104K | 0.07% | 114 |
|
|
2018
Q3 | $470K | Buy |
19,050
+1,990
| +12% | +$49.1K | 0.05% | 145 |
|
|
2018
Q2 | $414K | Buy |
17,060
+1,080
| +7% | +$26.2K | 0.06% | 144 |
|
|
2018
Q1 | $377K | Buy |
15,980
+230
| +1% | +$5.43K | 0.06% | 143 |
|
|
2017
Q4 | $405K | Sell |
15,750
-400
| -2% | -$10.3K | 0.06% | 137 |
|
|
2017
Q3 | $392K | Sell |
16,150
-250
| -2% | -$6.07K | 0.06% | 141 |
|
|
2017
Q2 | $382K | Sell |
16,400
-440
| -3% | -$10.2K | 0.06% | 139 |
|
|
2017
Q1 | $369K | Sell |
16,840
-890
| -5% | -$19.5K | 0.06% | 133 |
|
|
2016
Q4 | $313K | Sell |
17,730
-1,970
| -10% | -$34.8K | 0.05% | 140 |
|
|
2016
Q3 | $340K | Sell |
19,700
-180
| -0.9% | -$3.11K | 0.06% | 124 |
|
|
2016
Q2 | $309K | Buy |
19,880
+2,560
| +15% | +$39.8K | 0.06% | 132 |
|
|
2016
Q1 | $268K | Buy |
+17,320
| New | +$268K | 0.05% | 141 |
|