EWM
Endurance Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $13.2M | Buy |
15,257
+36
| +0.2% | +$31.2K | 1.81% | 16 |
|
|
2023
Q1 | $9.77M | Sell |
15,221
-161
| -1% | -$103K | 1.38% | 21 |
|
|
2022
Q4 | $8.6M | Buy |
15,382
+6,501
| +73% | +$3.63M | 1.3% | 23 |
|
|
2022
Q3 | $3.94M | Buy |
8,881
+25
| +0.3% | +$11.1K | 0.65% | 41 |
|
|
2022
Q2 | $4.3M | Buy |
8,856
+185
| +2% | +$89.9K | 0.65% | 41 |
|
|
2022
Q1 | $5.46M | Buy |
8,671
+2,572
| +42% | +$1.62M | 0.71% | 40 |
|
|
2021
Q4 | $4.06M | Sell |
6,099
-5,006
| -45% | -$3.33M | 0.44% | 62 |
|
|
2021
Q3 | $5.39M | Sell |
11,105
-16
| -0.1% | -$7.76K | 0.6% | 47 |
|
|
2021
Q2 | $5.3M | Buy |
11,121
+453
| +4% | +$216K | 0.59% | 48 |
|
|
2021
Q1 | $4.95M | Buy |
10,668
+300
| +3% | +$139K | 0.58% | 51 |
|
|
2020
Q4 | $4.54M | Buy |
10,368
+4
| +0% | +$1.75K | 0.57% | 50 |
|
|
2020
Q3 | $3.78M | Buy |
10,364
+160
| +2% | +$58.3K | 0.56% | 49 |
|
|
2020
Q2 | $3.22M | Sell |
10,204
-115
| -1% | -$36.3K | 0.53% | 53 |
|
|
2020
Q1 | $2.45M | Buy |
10,319
+2,155
| +26% | +$511K | 0.47% | 59 |
|
|
2019
Q4 | $2.58M | Buy |
8,164
+274
| +3% | +$86.6K | 0.39% | 63 |
|
|
2019
Q3 | $2.18M | Buy |
7,890
+315
| +4% | +$87K | 0.36% | 67 |
|
|
2019
Q2 | $2.18M | Buy |
7,575
+585
| +8% | +$168K | 0.34% | 70 |
|
|
2019
Q1 | $2.1M | Buy |
6,990
+80
| +1% | +$24.1K | 0.34% | 73 |
|
|
2018
Q4 | $1.76M | Buy |
6,910
+1,785
| +35% | +$454K | 0.33% | 75 |
|
|
2018
Q3 | $1.27M | Buy |
5,125
+49
| +1% | +$12.1K | 0.2% | 88 |
|
|
2018
Q2 | $1.23M | Buy |
5,076
+2,125
| +72% | +$515K | 0.2% | 88 |
|
|
2018
Q1 | $696K | Buy |
2,951
+2,950
| +295,000% | +$696K | 0.12% | 112 |
|
|
2017
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 505 |
|
|
2017
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 499 |
|
|
2017
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 501 |
|
|
2017
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 508 |
|
|
2016
Q4 | $0 | Sell |
1
-1,000
| -100% | – | ﹤0.01% | 489 |
|
|
2016
Q3 | $175K | Buy |
1,001
+1,000
| +100,000% | +$175K | 0.03% | 176 |
|
|
2016
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 490 |
|
|
2016
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 502 |
|