Dowling & Yahnke’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.38M | Buy |
98,710
+330
| +0.3% | +$14.7K | 0.2% | 112 |
|
|
2022
Q2 | $4.78M | Buy |
98,380
+960
| +1% | +$46.6K | 0.22% | 106 |
|
|
2022
Q1 | $6.13M | Buy |
97,420
+5,840
| +6% | +$368K | 0.27% | 99 |
|
|
2021
Q4 | $6.09M | Buy |
91,580
+1,930
| +2% | +$128K | 0.29% | 98 |
|
|
2021
Q3 | $4.35M | Buy |
89,650
+3,230
| +4% | +$157K | 0.24% | 113 |
|
|
2021
Q2 | $4.12M | Buy |
86,420
+4,890
| +6% | +$233K | 0.24% | 114 |
|
|
2021
Q1 | $3.78M | Buy |
81,530
+1,280
| +2% | +$59.3K | 0.26% | 110 |
|
|
2020
Q4 | $3.51M | Buy |
80,250
+3,440
| +4% | +$151K | 0.25% | 110 |
|
|
2020
Q3 | $2.8M | Buy |
76,810
+5,910
| +8% | +$215K | 0.22% | 121 |
|
|
2020
Q2 | $2.24M | Buy |
70,900
+22,600
| +47% | +$713K | 0.19% | 127 |
|
|
2020
Q1 | $1.15M | Sell |
48,300
-1,040
| -2% | -$24.7K | 0.11% | 171 |
|
|
2019
Q4 | $1.56M | Buy |
49,340
+10,070
| +26% | +$318K | 0.12% | 167 |
|
|
2019
Q3 | $1.08M | Buy |
39,270
+4,660
| +13% | +$129K | 0.09% | 184 |
|
|
2019
Q2 | $996K | Buy |
34,610
+4,620
| +15% | +$133K | 0.08% | 190 |
|
|
2019
Q1 | $902K | Buy |
29,990
+1,400
| +5% | +$42.1K | 0.09% | 176 |
|
|
2018
Q4 | $679K | Buy |
28,590
+2,530
| +10% | +$60.1K | 0.07% | 179 |
|
|
2018
Q3 | $643K | Buy |
26,060
+4,540
| +21% | +$112K | 0.06% | 211 |
|
|
2018
Q2 | $522K | Buy |
21,520
+4,350
| +25% | +$106K | 0.05% | 222 |
|
|
2018
Q1 | $405K | Buy |
17,170
+2,650
| +18% | +$62.5K | 0.04% | 237 |
|
|
2017
Q4 | $373K | Hold |
14,520
| – | – | 0.03% | 248 |
|
|
2017
Q3 | $352K | Hold |
14,520
| – | – | 0.04% | 240 |
|
|
2017
Q2 | $338K | Sell |
14,520
-200
| -1% | -$4.66K | 0.04% | 239 |
|
|
2017
Q1 | $322K | Sell |
14,720
-250
| -2% | -$5.47K | 0.03% | 238 |
|
|
2016
Q4 | $265K | Sell |
14,970
-3,230
| -18% | -$57.2K | 0.03% | 245 |
|
|
2016
Q3 | $314K | Sell |
18,200
-910
| -5% | -$15.7K | 0.04% | 231 |
|
|
2016
Q2 | $297K | Buy |
19,110
+280
| +1% | +$4.35K | 0.04% | 235 |
|
|
2016
Q1 | $291K | Buy |
18,830
+3,460
| +23% | +$53.5K | 0.04% | 225 |
|
|
2015
Q4 | $223K | Buy |
+15,370
| New | +$223K | 0.03% | 243 |
|