FinTrust Capital Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.41M | Sell |
25,564
-1,076
| -4% | -$186K | 0.75% | 27 |
|
|
2024
Q2 | $4.28M | Sell |
26,640
-130
| -0.5% | -$20.9K | 0.78% | 27 |
|
|
2024
Q1 | $3.55M | Sell |
26,770
-650
| -2% | -$86.1K | 0.68% | 28 |
|
|
2023
Q4 | $3.06M | Sell |
27,420
-590
| -2% | -$65.9K | 0.61% | 29 |
|
|
2023
Q3 | $2.33M | Buy |
28,010
+1,610
| +6% | +$134K | 0.52% | 33 |
|
|
2023
Q2 | $1.48M | Hold |
26,400
| – | – | 0.35% | 71 |
|
|
2023
Q1 | $1.48M | Hold |
26,400
| – | – | 0.36% | 68 |
|
|
2022
Q4 | $1.48M | Sell |
26,400
-2,320
| -8% | -$130K | 0.36% | 70 |
|
|
2022
Q3 | $1.25M | Buy |
28,720
+1,590
| +6% | +$69.1K | 0.32% | 79 |
|
|
2022
Q2 | $1.39M | Buy |
27,130
+970
| +4% | +$49.7K | 0.35% | 67 |
|
|
2022
Q1 | $1.65M | Buy |
26,160
+1,460
| +6% | +$91.9K | 0.38% | 62 |
|
|
2021
Q4 | $1.64M | Buy |
24,700
+3,010
| +14% | +$200K | 0.39% | 60 |
|
|
2021
Q3 | $1.05M | Buy |
21,690
+430
| +2% | +$20.9K | 0.28% | 75 |
|
|
2021
Q2 | $1.01M | Sell |
21,260
-100
| -0.5% | -$4.77K | 0.27% | 78 |
|
|
2021
Q1 | $990K | Buy |
21,360
+990
| +5% | +$45.9K | 0.29% | 77 |
|
|
2020
Q4 | $892K | Buy |
20,370
+2,010
| +11% | +$88K | 0.28% | 76 |
|
|
2020
Q3 | $669 | Buy |
18,360
+590
| +3% | +$21 | 0.13% | 88 |
|
|
2020
Q2 | $561K | Sell |
17,770
-4,370
| -20% | -$138K | 0.22% | 90 |
|
|
2020
Q1 | $525K | Buy |
22,140
+120
| +0.5% | +$2.85K | 0.25% | 84 |
|
|
2019
Q4 | $696K | Sell |
22,020
-1,140
| -5% | -$36K | 0.28% | 75 |
|
|
2019
Q3 | $639K | Sell |
23,160
-1,250
| -5% | -$34.5K | 0.22% | 78 |
|
|
2019
Q2 | $703K | Buy |
24,410
+2,520
| +12% | +$72.6K | 0.28% | 70 |
|
|
2019
Q1 | $658K | Buy |
21,890
+2,470
| +13% | +$74.2K | 0.28% | 69 |
|
|
2018
Q4 | $494K | Buy |
+19,420
| New | +$494K | 0.24% | 92 |
|