Cedar Brook Financial Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,910
| Closed | -$307K | – | 8 |
|
|
2024
Q2 | $307K | Sell |
1,910
-11,690
| -86% | -$1.88M | 2.31% | 10 |
|
|
2024
Q1 | $1.8M | Sell |
13,600
-2,530
| -16% | -$335K | 0.36% | 63 |
|
|
2023
Q4 | $1.77M | Buy |
16,130
+1,270
| +9% | +$140K | 0.39% | 61 |
|
|
2023
Q3 | $1.23M | Sell |
14,860
-3,870
| -21% | -$321K | 0.32% | 82 |
|
|
2023
Q2 | $1.62M | Sell |
18,730
-3,950
| -17% | -$343K | 0.39% | 68 |
|
|
2023
Q1 | $1.46M | Buy |
22,680
+2,120
| +10% | +$136K | 0.37% | 68 |
|
|
2022
Q4 | $1.15M | Buy |
20,560
+1,690
| +9% | +$94.5K | 0.32% | 82 |
|
|
2022
Q3 | $838K | Buy |
18,870
+3,730
| +25% | +$166K | 0.27% | 96 |
|
|
2022
Q2 | $736K | Sell |
15,140
-2,130
| -12% | -$104K | 0.23% | 111 |
|
|
2022
Q1 | $1.09M | Buy |
17,270
+730
| +4% | +$45.9K | 0.28% | 84 |
|
|
2021
Q4 | $1.1M | Buy |
16,540
+690
| +4% | +$45.9K | 0.28% | 87 |
|
|
2021
Q3 | $769K | Buy |
15,850
+320
| +2% | +$15.5K | 0.23% | 115 |
|
|
2021
Q2 | $740K | Buy |
15,530
+790
| +5% | +$37.6K | 0.21% | 120 |
|
|
2021
Q1 | $684K | Buy |
14,740
+1,100
| +8% | +$51K | 0.24% | 109 |
|
|
2020
Q4 | $597K | Buy |
13,640
+1,100
| +9% | +$48.1K | 0.21% | 120 |
|
|
2020
Q3 | $457K | Sell |
12,540
-520
| -4% | -$19K | 0.18% | 149 |
|
|
2020
Q2 | $412K | Buy |
13,060
+1,800
| +16% | +$56.8K | 0.18% | 151 |
|
|
2020
Q1 | $267K | Sell |
11,260
-450
| -4% | -$10.7K | 0.15% | 181 |
|
|
2019
Q4 | $370K | Sell |
11,710
-350
| -3% | -$11.1K | 0.16% | 173 |
|
|
2019
Q3 | $333K | Sell |
12,060
-150
| -1% | -$4.14K | 0.15% | 192 |
|
|
2019
Q2 | $351K | Buy |
12,210
+190
| +2% | +$5.46K | 0.16% | 178 |
|
|
2019
Q1 | $361K | Buy |
+12,020
| New | +$361K | 0.18% | 176 |
|