Dixon Hubard Feinour & Brown’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.16M | Sell |
44,420
-720
| -2% | -$35K | 0.26% | 95 |
|
|
2022
Q1 | $2.84M | Sell |
45,140
-6,060
| -12% | -$382K | 0.28% | 91 |
|
|
2021
Q4 | $3.41M | Buy |
51,200
+39,840
| +351% | +$2.65M | 0.33% | 79 |
|
|
2021
Q3 | $551K | Buy |
11,360
+1,490
| +15% | +$72.3K | 0.12% | 112 |
|
|
2021
Q2 | $471K | Buy |
9,870
+2,110
| +27% | +$101K | 0.1% | 122 |
|
|
2021
Q1 | $360K | Buy |
+7,760
| New | +$360K | 0.04% | 163 |
|
|
2018
Q1 | – | Sell |
-224,760
| Closed | -$5.77M | – | 194 |
|
|
2017
Q4 | $5.77M | Sell |
224,760
-1,090
| -0.5% | -$28K | 1.56% | 22 |
|
|
2017
Q3 | $5.48M | Sell |
225,850
-4,800
| -2% | -$116K | 1.57% | 21 |
|
|
2017
Q2 | $5.38M | Sell |
230,650
-173,400
| -43% | -$4.04M | 1.55% | 21 |
|
|
2017
Q1 | $8.85M | Sell |
404,050
-1,000
| -0.2% | -$21.9K | 2.63% | 5 |
|
|
2016
Q4 | $7.16M | Sell |
405,050
-10,500
| -3% | -$186K | 2.27% | 6 |
|
|
2016
Q3 | $7.17M | Buy |
415,550
+2,750
| +0.7% | +$47.4K | 2.22% | 9 |
|
|
2016
Q2 | $6.42M | Buy |
412,800
+380,800
| +1,190% | +$5.92M | 2.05% | 14 |
|
|
2016
Q1 | $466K | Buy |
32,000
+10,250
| +47% | +$149K | 0.15% | 117 |
|
|
2015
Q4 | $316K | Hold |
21,750
| – | – | 0.1% | 132 |
|
|
2015
Q3 | $272K | Hold |
21,750
| – | – | 0.1% | 128 |
|
|
2015
Q2 | $289K | Sell |
21,750
-11,750
| -35% | -$156K | 0.09% | 138 |
|
|
2015
Q1 | $425K | Hold |
33,500
| – | – | 0.13% | 124 |
|
|
2014
Q4 | $337K | Buy |
+33,500
| New | +$337K | 0.1% | 136 |
|