BWM
BerganKDV Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $3.24M | Sell |
3,734
-1,796
| -32% | -$1.56M | 0.32% | 60 |
|
|
2023
Q1 | $3.55M | Buy |
5,530
+91
| +2% | +$58.4K | 0.37% | 60 |
|
|
2022
Q4 | $3.04M | Sell |
5,439
-70
| -1% | -$39.1K | 0.33% | 67 |
|
|
2022
Q3 | $2.45M | Buy |
5,509
+80
| +1% | +$35.5K | 0.29% | 73 |
|
|
2022
Q2 | $2.64M | Buy |
5,429
+29
| +0.5% | +$14.1K | 0.3% | 76 |
|
|
2022
Q1 | $3.4M | Buy |
5,400
+511
| +10% | +$322K | 0.36% | 60 |
|
|
2021
Q4 | $3.25M | Sell |
4,889
-198
| -4% | -$132K | 0.34% | 61 |
|
|
2021
Q3 | $2.47M | Sell |
5,087
-20
| -0.4% | -$9.7K | 0.28% | 75 |
|
|
2021
Q2 | $2.44M | Sell |
5,107
-29
| -0.6% | -$13.8K | 0.29% | 71 |
|
|
2021
Q1 | $2.38M | Sell |
5,136
-282
| -5% | -$131K | 0.31% | 70 |
|
|
2020
Q4 | $2.37M | Sell |
5,418
-277
| -5% | -$121K | 0.33% | 62 |
|
|
2020
Q3 | $2.08M | Sell |
5,695
-753
| -12% | -$274K | 0.33% | 66 |
|
|
2020
Q2 | $2.04M | Buy |
6,448
+72
| +1% | +$22.7K | 0.35% | 64 |
|
|
2020
Q1 | $1.51M | Buy |
6,376
+602
| +10% | +$143K | 0.31% | 71 |
|
|
2019
Q4 | $1.83M | Sell |
5,774
-237
| -4% | -$74.9K | 0.33% | 68 |
|
|
2019
Q3 | $1.66M | Buy |
6,011
+5,925
| +6,890% | +$1.64M | 0.33% | 69 |
|
|
2019
Q2 | $25K | Buy |
86
+6
| +8% | +$1.74K | ﹤0.01% | 398 |
|
|
2019
Q1 | $24K | Buy |
80
+40
| +100% | +$12K | ﹤0.01% | 412 |
|
|
2018
Q4 | $10K | Buy |
+40
| New | +$10K | ﹤0.01% | 474 |
|