Frontier Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.38M | Buy |
28,380
+180
| +0.6% | +$8.75K | 0.1% | 151 |
|
|
2022
Q1 | $1.65M | Buy |
28,200
+3,530
| +14% | +$207K | 0.02% | 138 |
|
|
2021
Q4 | $1.64M | Buy |
24,670
+9,570
| +63% | +$637K | 0.11% | 135 |
|
|
2021
Q3 | $732K | Buy |
15,100
+3,710
| +33% | +$180K | 0.05% | 226 |
|
|
2021
Q2 | $543K | Buy |
11,390
+5,140
| +82% | +$245K | 0.04% | 257 |
|
|
2021
Q1 | $290K | Sell |
6,250
-400
| -6% | -$18.6K | 0.02% | 307 |
|
|
2020
Q4 | $291K | Hold |
6,650
| – | – | 0.02% | 297 |
|
|
2020
Q3 | $242K | Hold |
6,650
| – | – | 0.02% | 315 |
|
|
2020
Q2 | $210K | Buy |
+6,650
| New | +$210K | 0.02% | 317 |
|
|
2020
Q1 | – | Sell |
-9,080
| Closed | -$287K | – | 293 |
|
|
2019
Q4 | $287K | Sell |
9,080
-3,240
| -26% | -$102K | 0.05% | 234 |
|
|
2019
Q3 | $340K | Buy |
12,320
+4,280
| +53% | +$118K | 0.05% | 230 |
|
|
2019
Q2 | $231K | Buy |
8,040
+410
| +5% | +$11.8K | 0.03% | 264 |
|
|
2019
Q1 | $229K | Buy |
+7,630
| New | +$229K | 0.03% | 315 |
|
|
2018
Q2 | – | Sell |
-9,870
| Closed | -$233K | – | 383 |
|
|
2018
Q1 | $233K | Buy |
9,870
+1,310
| +15% | +$30.9K | 0.03% | 333 |
|
|
2017
Q4 | $220K | Sell |
8,560
-1,180
| -12% | -$30.3K | 0.04% | 318 |
|
|
2017
Q3 | $236K | Buy |
+9,740
| New | +$236K | 0.03% | 334 |
|
|
2017
Q1 | – | Sell |
-26,220
| Closed | -$463K | – | 397 |
|
|
2016
Q4 | $463K | Buy |
26,220
+5,980
| +30% | +$106K | 0.08% | 227 |
|
|
2016
Q3 | $349K | Sell |
20,240
-3,540
| -15% | -$61K | 0.05% | 253 |
|
|
2016
Q2 | $370K | Buy |
+23,780
| New | +$370K | 0.06% | 245 |
|
|
2016
Q1 | – | Sell |
-24,520
| Closed | -$356K | – | 354 |
|
|
2015
Q4 | $356K | Buy |
24,520
+1,130
| +5% | +$16.4K | 0.06% | 232 |
|
|
2015
Q3 | $292K | Sell |
23,390
-5,520
| -19% | -$68.9K | 0.05% | 259 |
|
|
2015
Q2 | $384K | Buy |
28,910
+10,400
| +56% | +$138K | 0.06% | 230 |
|
|
2015
Q1 | $235K | Buy |
+18,510
| New | +$235K | 0.04% | 260 |
|