BerganKDV Wealth Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$3.24M Sell
2023
Q1
$3.55M Buy
2022
Q4
$3.04M Sell
2022
Q3
$2.45M Buy
2022
Q2
$2.64M Buy
2022
Q1
$3.4M Buy
2021
Q4
$3.25M Sell
2021
Q3
$2.47M Sell
2021
Q2
$2.44M Sell
2021
Q1
$2.38M Sell
2020
Q4
$2.37M Sell
2020
Q3
$2.08M Sell
2020
Q2
$2.04M Buy
2020
Q1
$1.51M Buy
2019
Q4
$1.82M Sell
2019
Q3
$1.66M Buy
2019
Q2
$25K Buy
2019
Q1
$24K Buy
2018
Q4
$10K Buy