Financial Architects (New Jersey)’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $401K | Buy |
4,620
+100
| +2% | +$7.13K | 0.06% | 231 |
|
|
2023
Q1 | $290K | Sell |
4,520
-40
| -0.9% | -$2.41K | 0.05% | 262 |
|
|
2022
Q4 | $255K | Sell |
4,560
-150
| -3% | -$7.52K | 0.04% | 288 |
|
|
2022
Q3 | $209K | Buy |
4,710
+90
| +2% | +$4.6K | 0.04% | 299 |
|
|
2022
Q2 | $224K | Buy |
4,620
+280
| +6% | +$15.7K | 0.29% | 52 |
|
|
2022
Q1 | $273K | Sell |
4,340
-200
| -4% | -$11.9K | 0.04% | 280 |
|
|
2021
Q4 | $302K | Hold |
4,540
| – | – | 0.04% | 267 |
|
|
2021
Q3 | $220K | Buy |
4,540
+200
| +5% | +$9.73K | 0.03% | 306 |
|
|
2021
Q2 | $207K | Sell |
4,340
-1,750
| -29% | -$81.1K | 0.03% | 326 |
|
|
2021
Q1 | $282K | Buy |
6,090
+1,450
| +31% | +$67.1K | 0.04% | 264 |
|
|
2020
Q4 | $203K | Buy |
+4,640
| New | +$181K | 0.04% | 295 |
|
|
2020
Q3 | – | Sell |
-4,170
| Closed | -$132K | – | 309 |
|
|
2020
Q2 | $132K | Sell |
4,170
-6,830
| -62% | -$191K | 0.03% | 291 |
|
|
2020
Q1 | $261K | Buy |
11,000
+6,940
| +171% | +$196K | 0.07% | 185 |
|
|
2019
Q4 | $128K | Hold |
4,060
| – | – | 0.03% | 297 |
|
|
2019
Q3 | $112K | Sell |
4,060
-13,830
| -77% | -$393K | 0.03% | 314 |
|
|
2019
Q2 | $515K | Sell |
17,890
-8,030
| -31% | -$234K | 0.1% | 147 |
|
|
2019
Q1 | $780K | Buy |
25,920
+170
| +0.7% | +$4.61K | 0.13% | 126 |
|
|
2018
Q4 | $655K | Buy |
25,750
+930
| +4% | +$21.9K | 0.13% | 130 |
|
|
2018
Q3 | $612K | Sell |
24,820
-130
| -0.5% | -$2.92K | 0.1% | 152 |
|
|
2018
Q2 | $605K | Buy |
+24,950
| New | +$612K | 0.11% | 138 |
|
|
2018
Q1 | – | Sell |
-20,810
| Closed | -$524K | – | 1393 |
|
|
2017
Q4 | $534K | Buy |
20,810
+11,820
| +131% | +$307K | 0.09% | 155 |
|
|
2017
Q3 | $218K | Sell |
8,990
-16,440
| -65% | -$406K | 0.04% | 307 |
|
|
2017
Q2 | $593K | Sell |
25,430
-490
| -2% | -$11.4K | 0.11% | 133 |
|
|
2017
Q1 | $567K | Buy |
25,920
+3,020
| +13% | +$62.2K | 0.1% | 142 |
|
|
2016
Q4 | $405K | Sell |
22,900
-6,210
| -21% | -$108K | 0.1% | 163 |
|
|
2016
Q3 | $502K | Sell |
29,110
-2,320
| -7% | -$38.8K | 0.13% | 133 |
|
|
2016
Q2 | $488K | Buy |
31,430
+19,870
| +172% | +$303K | 0.14% | 131 |
|
|
2016
Q1 | $179K | Buy |
+11,560
| New | +$156K | 0.06% | 202 |
|
|
2015
Q3 | – | Sell |
-2,710
| Closed | -$36K | – | 258 |
|
|
2015
Q2 | $36K | Buy |
2,710
+700
| +35% | +$9.17K | 0.01% | 504 |
|
|
2015
Q1 | $26K | Hold |
2,010
| – | – | 0.01% | 522 |
|
|
2014
Q4 | $20K | Buy |
+2,010
| New | +$18K | 0.01% | 532 |
|
|
2014
Q3 | – | Sell |
-3,000
| Closed | -$22K | – | 889 |
|
|
2014
Q2 | $22K | Buy |
+3,000
| New | +$20.1K | 0.01% | 479 |
|
Other funds holding AVGO
Financial Architects (New Jersey)'s AVGO Position: Q2 2023 in Review
Financial Architects (New Jersey) increased its Broadcom (AVGO) stake by 2.2% in Q2 2023, buying an estimated $7.13K and bringing the position to 4,620 shares worth $401K. The position accounts for 0.06% of the portfolio, ranked #231.
Financial Architects (New Jersey) first reported a position in AVGO in Q2 2014 and has held it in 32 quarters since. The position peaked at $780K in Q1 2019. 2,388 funds tracked by Wall St. Rank hold AVGO as of Q2 2023.
- Financial Architects (New Jersey) held 4,620 shares of Broadcom worth $401K as of Q2 2023.
- Financial Architects (New Jersey) bought 100 Broadcom shares in Q2 2023, an estimated $7.13K.
- Broadcom made up 0.06% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #231 holding.
- Financial Architects (New Jersey) first reported a position in Broadcom in Q2 2014 and has held it in 32 quarters since.
- Financial Architects (New Jersey)'s Broadcom position peaked at $780K in Q1 2019.
- 2,388 funds tracked by Wall St. Rank held Broadcom as of Q2 2023.
Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.