FANJ
Financial Architects (New Jersey)’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $401K | Buy |
462
+10
| +2% | +$8.67K | 0.06% | 231 |
|
|
2023
Q1 | $290K | Sell |
452
-4
| -0.9% | -$2.57K | 0.05% | 262 |
|
|
2022
Q4 | $255K | Sell |
456
-15
| -3% | -$8.39K | 0.04% | 288 |
|
|
2022
Q3 | $209K | Buy |
471
+9
| +2% | +$3.99K | 0.04% | 299 |
|
|
2022
Q2 | $224K | Buy |
462
+28
| +6% | +$13.6K | 0.29% | 52 |
|
|
2022
Q1 | $273K | Sell |
434
-20
| -4% | -$12.6K | 0.04% | 280 |
|
|
2021
Q4 | $302K | Hold |
454
| – | – | 0.04% | 267 |
|
|
2021
Q3 | $220K | Buy |
454
+20
| +5% | +$9.69K | 0.03% | 306 |
|
|
2021
Q2 | $207K | Sell |
434
-175
| -29% | -$83.5K | 0.03% | 325 |
|
|
2021
Q1 | $282K | Buy |
609
+145
| +31% | +$67.1K | 0.04% | 264 |
|
|
2020
Q4 | $203K | Buy |
+464
| New | +$203K | 0.04% | 295 |
|
|
2020
Q3 | – | Sell |
-417
| Closed | -$132K | – | 308 |
|
|
2020
Q2 | $132K | Sell |
417
-683
| -62% | -$216K | 0.03% | 291 |
|
|
2020
Q1 | $261K | Buy |
1,100
+694
| +171% | +$165K | 0.07% | 184 |
|
|
2019
Q4 | $128K | Hold |
406
| – | – | 0.03% | 297 |
|
|
2019
Q3 | $112K | Sell |
406
-1,383
| -77% | -$382K | 0.03% | 311 |
|
|
2019
Q2 | $515K | Sell |
1,789
-803
| -31% | -$231K | 0.1% | 146 |
|
|
2019
Q1 | $780K | Buy |
2,592
+17
| +0.7% | +$5.12K | 0.13% | 125 |
|
|
2018
Q4 | $655K | Buy |
2,575
+93
| +4% | +$23.7K | 0.13% | 128 |
|
|
2018
Q3 | $612K | Sell |
2,482
-13
| -0.5% | -$3.21K | 0.1% | 143 |
|
|
2018
Q2 | $605K | Buy |
+2,495
| New | +$605K | 0.11% | 138 |
|
|
2018
Q1 | – | Sell |
-2,081
| Closed | -$534K | – | 1251 |
|
|
2017
Q4 | $534K | Buy |
2,081
+1,182
| +131% | +$303K | 0.09% | 147 |
|
|
2017
Q3 | $218K | Sell |
899
-1,644
| -65% | -$399K | 0.04% | 287 |
|
|
2017
Q2 | $593K | Sell |
2,543
-49
| -2% | -$11.4K | 0.11% | 128 |
|
|
2017
Q1 | $567K | Buy |
2,592
+302
| +13% | +$66.1K | 0.1% | 137 |
|
|
2016
Q4 | $405K | Sell |
2,290
-621
| -21% | -$110K | 0.1% | 163 |
|
|
2016
Q3 | $502K | Sell |
2,911
-232
| -7% | -$40K | 0.13% | 133 |
|
|
2016
Q2 | $488K | Buy |
3,143
+1,987
| +172% | +$309K | 0.14% | 131 |
|
|
2016
Q1 | $179K | Buy |
+1,156
| New | +$179K | 0.06% | 201 |
|
|
2015
Q3 | – | Sell |
-271
| Closed | -$36K | – | 255 |
|
|
2015
Q2 | $36K | Buy |
271
+70
| +35% | +$9.3K | 0.01% | 494 |
|
|
2015
Q1 | $26K | Hold |
201
| – | – | 0.01% | 519 |
|
|
2014
Q4 | $20K | Buy |
+201
| New | +$20K | 0.01% | 529 |
|
|
2014
Q3 | – | Sell |
-300
| Closed | -$22K | – | 853 |
|
|
2014
Q2 | $22K | Buy |
+300
| New | +$22K | 0.01% | 477 |
|