BAM
Baldrige Asset Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $140K | Buy |
218
+3
| +1% | +$1.93K | 0.06% | 129 |
|
|
2022
Q4 | $120K | Hold |
215
| – | – | 0.05% | 131 |
|
|
2022
Q3 | $95K | Hold |
215
| – | – | 0.05% | 134 |
|
|
2022
Q2 | $104K | Hold |
215
| – | – | 0.05% | 133 |
|
|
2022
Q1 | $135K | Hold |
215
| – | – | 0.06% | 124 |
|
|
2021
Q4 | $143K | Hold |
215
| – | – | 0.06% | 122 |
|
|
2021
Q3 | $104K | Sell |
215
-4
| -2% | -$1.94K | 0.04% | 129 |
|
|
2021
Q2 | $104K | Buy |
+219
| New | +$104K | 0.05% | 127 |
|