Endurance Wealth Management’s Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A AVGOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-2,065
Closed -$2.9M 675
2022
Q3
$2.9M Hold
2,065
0.48% 50
2022
Q2
$3.1M Hold
2,065
0.47% 55
2022
Q1
$4.05M Buy
+2,065
New +$3.81M 0.52% 53
2020
Q3
Sell
-2,645
Closed -$2.95M 660
2020
Q2
$2.95M Sell
2,645
-20
-0.8% -$20.7K 0.48% 56
2020
Q1
$2.49M Buy
+2,665
New +$2.84M 0.48% 57

Endurance Wealth Management's AVGOP Position: Q4 2022 in Review

Endurance Wealth Management sold out of Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A (AVGOP) in Q4 2022, closing a stake of 2,065 shares — an estimated $2.9M sold.

Endurance Wealth Management first reported a position in AVGOP in Q1 2020 and held it in 5 quarters. The position peaked at $4.05M in Q1 2022. 0 funds tracked by Wall St. Rank hold AVGOP as of Q4 2022.

  • Endurance Wealth Management reported no remaining Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A position as of Q4 2022 after selling out during the quarter.
  • Endurance Wealth Management sold 2,065 Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A shares in Q4 2022, an estimated $2.9M.
  • Endurance Wealth Management first reported a position in Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A in Q1 2020 and held it in 5 quarters.
  • Endurance Wealth Management's Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A position peaked at $4.05M in Q1 2022.
  • 0 funds tracked by Wall St. Rank held Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A as of Q4 2022.

Based on Endurance Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.