Column Capital Advisors’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$253K Sell
3,050
-60
-2% -$4.98K 0.04% 125
2023
Q2
$270K Sell
3,110
-150
-5% -$13K 0.04% 117
2023
Q1
$209K Sell
3,260
-490
-13% -$31.4K 0.03% 137
2022
Q4
$210K Buy
3,750
+740
+25% +$41.4K 0.03% 120
2022
Q3
$134K Hold
3,010
0.03% 158
2022
Q2
$146K Hold
3,010
0.03% 144
2022
Q1
$190K Buy
3,010
+1,100
+58% +$69.4K 0.03% 132
2021
Q4
$127K Buy
1,910
+400
+26% +$26.6K 0.02% 175
2021
Q3
$73K Sell
1,510
-80
-5% -$3.87K 0.02% 221
2021
Q2
$76K Sell
1,590
-50
-3% -$2.39K 0.02% 217
2021
Q1
$76K Sell
1,640
-950
-37% -$44K 0.02% 214
2020
Q4
$113K Sell
2,590
-520
-17% -$22.7K 0.03% 158
2020
Q3
$113K Buy
3,110
+830
+36% +$30.2K 0.03% 148
2020
Q2
$71K Buy
2,280
+60
+3% +$1.87K 0.02% 194
2020
Q1
$53K Buy
2,220
+300
+16% +$7.16K 0.02% 190
2019
Q4
$60K Buy
+1,920
New +$60K 0.03% 212