Fernwood Investment Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $701K | Buy |
3,025
+990
| +49% | +$230K | 0.24% | 84 |
|
|
2024
Q3 | $351K | Buy |
2,035
+105
| +5% | +$18.1K | 0.11% | 143 |
|
|
2024
Q2 | $310K | Buy |
1,930
+940
| +95% | +$151K | 0.1% | 159 |
|
|
2024
Q1 | $131K | Buy |
+990
| New | +$131K | 0.04% | 239 |
|
|
2017
Q1 | – | Sell |
-17,500
| Closed | -$309K | – | 136 |
|
|
2016
Q4 | $309K | Hold |
17,500
| – | – | 0.3% | 92 |
|
|
2016
Q3 | $302K | Hold |
17,500
| – | – | 0.28% | 88 |
|
|
2016
Q2 | $272K | Hold |
17,500
| – | – | 0.27% | 92 |
|
|
2016
Q1 | $270K | Hold |
17,500
| – | – | 0.27% | 86 |
|
|
2015
Q4 | $254K | Hold |
17,500
| – | – | 0.22% | 97 |
|
|
2015
Q3 | $219K | Hold |
17,500
| – | – | 0.19% | 102 |
|
|
2015
Q2 | $233K | Hold |
17,500
| – | – | 0.18% | 96 |
|
|
2015
Q1 | $222K | Sell |
17,500
-39,000
| -69% | -$495K | 0.18% | 103 |
|
|
2014
Q4 | $568K | Sell |
56,500
-9,250
| -14% | -$93K | 0.48% | 64 |
|
|
2014
Q3 | $572K | Sell |
65,750
-3,000
| -4% | -$26.1K | 0.49% | 59 |
|
|
2014
Q2 | $495K | Sell |
68,750
-5,000
| -7% | -$36K | 0.41% | 63 |
|
|
2014
Q1 | $475K | Buy |
73,750
+23,500
| +47% | +$151K | 0.44% | 64 |
|
|
2013
Q4 | $266K | Buy |
+50,250
| New | +$266K | 0.18% | 117 |
|