BDO Wealth Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $185K | Buy |
2,140
+1,410
| +193% | +$122K | 0.02% | 270 |
|
|
2023
Q1 | $46.7K | Hold |
730
| – | – | 0.01% | 430 |
|
|
2022
Q4 | $40.7K | Buy |
730
+460
| +170% | +$25.6K | 0.01% | 447 |
|
|
2022
Q3 | $12K | Hold |
270
| – | – | ﹤0.01% | 669 |
|
|
2022
Q2 | $13K | Sell |
270
-150
| -36% | -$7.22K | ﹤0.01% | 634 |
|
|
2022
Q1 | $26K | Hold |
420
| – | – | ﹤0.01% | 551 |
|
|
2021
Q4 | $28K | Hold |
420
| – | – | ﹤0.01% | 556 |
|
|
2021
Q3 | $20K | Hold |
420
| – | – | ﹤0.01% | 609 |
|
|
2021
Q2 | $20K | Sell |
420
-150
| -26% | -$7.14K | ﹤0.01% | 622 |
|
|
2021
Q1 | $26K | Buy |
570
+150
| +36% | +$6.84K | ﹤0.01% | 565 |
|
|
2020
Q4 | $18K | Hold |
420
| – | – | ﹤0.01% | 472 |
|
|
2020
Q3 | $15K | Buy |
420
+270
| +180% | +$9.64K | ﹤0.01% | 450 |
|
|
2020
Q2 | $5K | Hold |
150
| – | – | ﹤0.01% | 555 |
|
|
2020
Q1 | $4K | Sell |
150
-210
| -58% | -$5.6K | ﹤0.01% | 616 |
|
|
2019
Q4 | $11K | Buy |
+360
| New | +$11K | ﹤0.01% | 423 |
|
|
2018
Q4 | – | Sell |
-2,200
| Closed | -$54K | – | 547 |
|
|
2018
Q3 | $54K | Sell |
2,200
-1,000
| -31% | -$24.5K | 0.02% | 283 |
|
|
2018
Q2 | $78K | Hold |
3,200
| – | – | 0.03% | 238 |
|
|
2018
Q1 | $75K | Hold |
3,200
| – | – | 0.03% | 206 |
|
|
2017
Q4 | $82K | Hold |
3,200
| – | – | 0.04% | 164 |
|
|
2017
Q3 | $78K | Sell |
3,200
-720
| -18% | -$17.6K | 0.04% | 153 |
|
|
2017
Q2 | $91K | Buy |
+3,920
| New | +$91K | 0.04% | 179 |
|