Baystate Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $433K | Buy |
3,870
+360
| +10% | +$40.3K | 0.03% | 155 |
|
|
2023
Q3 | $292K | Buy |
3,510
+310
| +10% | +$25.8K | 0.02% | 169 |
|
|
2023
Q2 | $278K | Sell |
3,200
-40
| -1% | -$3.47K | 0.02% | 166 |
|
|
2023
Q1 | $208K | Buy |
3,240
+40
| +1% | +$2.57K | 0.02% | 183 |
|
|
2022
Q4 | $179K | Buy |
3,200
+230
| +8% | +$12.9K | 0.02% | 194 |
|
|
2022
Q3 | $132K | Sell |
2,970
-1,160
| -28% | -$51.6K | 0.01% | 204 |
|
|
2022
Q2 | $201K | Buy |
4,130
+100
| +2% | +$4.87K | 0.02% | 173 |
|
|
2022
Q1 | $254K | Buy |
4,030
+120
| +3% | +$7.56K | 0.02% | 154 |
|
|
2021
Q4 | $261K | Buy |
3,910
+70
| +2% | +$4.67K | 0.02% | 158 |
|
|
2021
Q3 | $186K | Buy |
3,840
+570
| +17% | +$27.6K | 0.02% | 158 |
|
|
2021
Q2 | $156K | Buy |
3,270
+280
| +9% | +$13.4K | 0.02% | 166 |
|
|
2021
Q1 | $139K | Buy |
2,990
+10
| +0.3% | +$465 | 0.01% | 166 |
|
|
2020
Q4 | $131K | Buy |
2,980
+10
| +0.3% | +$440 | 0.01% | 149 |
|
|
2020
Q3 | $108K | Sell |
2,970
-50
| -2% | -$1.82K | 0.01% | 148 |
|
|
2020
Q2 | $95K | Buy |
3,020
+100
| +3% | +$3.15K | 0.01% | 160 |
|
|
2020
Q1 | $69K | Sell |
2,920
-1,290
| -31% | -$30.5K | 0.01% | 168 |
|
|
2019
Q4 | $133K | Buy |
4,210
+70
| +2% | +$2.21K | 0.02% | 140 |
|
|
2019
Q3 | $114K | Buy |
4,140
+40
| +1% | +$1.1K | 0.02% | 144 |
|
|
2019
Q2 | $123K | Hold |
4,100
| – | – | 0.02% | 132 |
|
|
2019
Q1 | $129K | Buy |
4,100
+540
| +15% | +$17K | 0.02% | 127 |
|
|
2018
Q4 | $93K | Buy |
3,560
+40
| +1% | +$1.05K | 0.01% | 146 |
|
|
2018
Q3 | $82K | Buy |
3,520
+160
| +5% | +$3.73K | 0.01% | 144 |
|
|
2018
Q2 | $82K | Buy |
3,360
+140
| +4% | +$3.42K | 0.01% | 143 |
|
|
2018
Q1 | $75K | Buy |
3,220
+100
| +3% | +$2.33K | 0.01% | 148 |
|
|
2017
Q4 | $82K | Buy |
3,120
+500
| +19% | +$13.1K | 0.01% | 150 |
|
|
2017
Q3 | $65K | Buy |
2,620
+350
| +15% | +$8.68K | 0.01% | 162 |
|
|
2017
Q2 | $57K | Buy |
2,270
+1,250
| +123% | +$31.4K | 0.01% | 169 |
|
|
2017
Q1 | $21K | Sell |
1,020
-20
| -2% | -$412 | ﹤0.01% | 264 |
|
|
2016
Q4 | $18K | Buy |
+1,040
| New | +$18K | ﹤0.01% | 241 |
|