Crewe Advisors’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 |
-8,630
| Closed | -$1.39M | – | 740 |
|
|
2024
Q2 | $1.39M | Buy |
8,630
+420
| +5% | +$67.4K | 0.16% | 58 |
|
|
2024
Q1 | $1.09M | Buy |
+8,210
| New | +$1.09M | 0.13% | 64 |
|
|
2023
Q3 | – | Sell |
-6,890
| Closed | -$598K | – | 612 |
|
|
2023
Q2 | $598K | Buy |
6,890
+310
| +5% | +$26.9K | 0.08% | 72 |
|
|
2023
Q1 | $422K | Buy |
6,580
+1,160
| +21% | +$74.4K | 0.06% | 94 |
|
|
2022
Q4 | $303K | Sell |
5,420
-800
| -13% | -$44.7K | 0.05% | 113 |
|
|
2022
Q3 | $276K | Buy |
6,220
+570
| +10% | +$25.3K | 0.05% | 111 |
|
|
2022
Q2 | $274K | Buy |
5,650
+1,820
| +48% | +$88.3K | 0.06% | 99 |
|
|
2022
Q1 | $241K | Buy |
3,830
+2,570
| +204% | +$162K | 0.05% | 99 |
|
|
2021
Q4 | $84K | Buy |
1,260
+1,040
| +473% | +$69.3K | 0.02% | 144 |
|
|
2021
Q3 | $11K | Sell |
220
-60
| -21% | -$3K | ﹤0.01% | 258 |
|
|
2021
Q2 | $13K | Sell |
280
-50
| -15% | -$2.32K | ﹤0.01% | 252 |
|
|
2021
Q1 | $15K | Hold |
330
| – | – | ﹤0.01% | 236 |
|
|
2020
Q4 | $14K | Sell |
330
-60
| -15% | -$2.55K | 0.01% | 225 |
|
|
2020
Q3 | $14K | Buy |
+390
| New | +$14K | 0.01% | 208 |
|