FPFS
First Personal Financial Services’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $154K | Buy |
890
+852
| +2,242% | +$147K | 0.03% | 133 |
|
|
2024
Q2 | $61K | Hold |
38
| – | – | 0.01% | 183 |
|
|
2024
Q1 | $50.4K | Hold |
38
| – | – | 0.01% | 187 |
|
|
2023
Q4 | $42.4K | Hold |
38
| – | – | 0.01% | 218 |
|
|
2023
Q3 | $31.6K | Sell |
38
-30
| -44% | -$24.9K | 0.01% | 231 |
|
|
2023
Q2 | $59K | Hold |
68
| – | – | 0.01% | 195 |
|
|
2023
Q1 | $43.6K | Hold |
68
| – | – | 0.01% | 215 |
|
|
2022
Q4 | $38K | Hold |
68
| – | – | 0.01% | 231 |
|
|
2022
Q3 | $30K | Buy |
68
+38
| +127% | +$16.8K | 0.01% | 252 |
|
|
2022
Q2 | $15K | Hold |
30
| – | – | ﹤0.01% | 251 |
|
|
2022
Q1 | $19K | Hold |
30
| – | – | ﹤0.01% | 251 |
|
|
2021
Q4 | $20K | Buy |
+30
| New | +$20K | ﹤0.01% | 250 |
|
|
2020
Q1 | – | Sell |
-43
| Closed | -$14K | – | 315 |
|
|
2019
Q4 | $14K | Sell |
43
-288
| -87% | -$93.8K | ﹤0.01% | 260 |
|
|
2019
Q3 | $91K | Sell |
331
-939
| -74% | -$258K | 0.03% | 186 |
|
|
2019
Q2 | $366K | Buy |
1,270
+30
| +2% | +$8.65K | 0.1% | 131 |
|
|
2019
Q1 | $373K | Sell |
1,240
-20
| -2% | -$6.02K | 0.11% | 128 |
|
|
2018
Q4 | $320K | Buy |
1,260
+767
| +156% | +$195K | 0.11% | 129 |
|
|
2018
Q3 | $122K | Sell |
493
-28
| -5% | -$6.93K | 0.04% | 194 |
|
|
2018
Q2 | $126K | Sell |
521
-33,808
| -98% | -$8.18M | 0.04% | 198 |
|
|
2018
Q1 | $8.09M | Buy |
34,329
+671
| +2% | +$158K | 1.78% | 6 |
|
|
2017
Q4 | $8.65M | Buy |
33,658
+173
| +0.5% | +$44.4K | 1.68% | 7 |
|
|
2017
Q3 | $8.12M | Sell |
33,485
-900
| -3% | -$218K | 1.71% | 9 |
|
|
2017
Q2 | $8.01M | Sell |
34,385
-174
| -0.5% | -$40.5K | 1.76% | 5 |
|
|
2017
Q1 | $7.57M | Buy |
34,559
+842
| +2% | +$184K | 1.82% | 6 |
|
|
2016
Q4 | $5.96M | Buy |
33,717
+876
| +3% | +$155K | 1.57% | 9 |
|
|
2016
Q3 | $5.67M | Buy |
32,841
+6,014
| +22% | +$1.04M | 1.65% | 12 |
|
|
2016
Q2 | $4.17M | Buy |
26,827
+26,815
| +223,458% | +$4.17M | 1.42% | 22 |
|
|
2016
Q1 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 301 |
|