Ferris Capital’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $781K | Hold |
12,410
| – | – | 0.18% | 107 |
|
2021
Q4 | $826K | Hold |
12,410
| – | – | 0.18% | 106 |
|
2021
Q3 | $689K | Buy |
+12,410
| New | +$689K | 0.15% | 119 |
|
2021
Q2 | – | Sell |
-12,480
| Closed | -$579K | – | 58 |
|
2021
Q1 | $579K | Buy |
+12,480
| New | +$579K | 0.14% | 120 |
|
2020
Q2 | – | Sell |
-10,710
| Closed | -$254K | – | 166 |
|
2020
Q1 | $254K | Buy |
+10,710
| New | +$254K | 0.11% | 129 |
|
2019
Q2 | – | Sell |
-2,410
| Closed | -$72K | – | 203 |
|
2019
Q1 | $72K | Hold |
2,410
| – | – | 0.03% | 228 |
|
2018
Q4 | $61K | Buy |
2,410
+490
| +26% | +$12.4K | 0.03% | 229 |
|
2018
Q3 | $47K | Sell |
1,920
-370
| -16% | -$9.06K | 0.02% | 265 |
|
2018
Q2 | $56K | Hold |
2,290
| – | – | 0.02% | 247 |
|
2018
Q1 | $54K | Buy |
+2,290
| New | +$54K | 0.02% | 275 |
|
2017
Q3 | – | Sell |
-4,610
| Closed | -$107K | – | 186 |
|
2017
Q2 | $107K | Buy |
+4,610
| New | +$107K | 0.05% | 191 |
|