Girard Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $12.2M | Buy |
75,710
+40,020
| +112% | +$6.43M | 1.15% | 19 |
|
|
2024
Q1 | $4.73M | Buy |
35,690
+24,060
| +207% | +$3.19M | 0.45% | 53 |
|
|
2023
Q4 | $1.3M | Buy |
11,630
+90
| +0.8% | +$10.1K | 0.13% | 132 |
|
|
2023
Q3 | $959K | Hold |
11,540
| – | – | 0.11% | 139 |
|
|
2023
Q2 | $1M | Hold |
11,540
| – | – | 0.11% | 140 |
|
|
2023
Q1 | $741K | Buy |
11,540
+390
| +3% | +$25K | 0.08% | 149 |
|
|
2022
Q4 | $624K | Buy |
11,150
+3,500
| +46% | +$196K | 0.07% | 173 |
|
|
2022
Q3 | $339K | Sell |
7,650
-470
| -6% | -$20.8K | 0.05% | 193 |
|
|
2022
Q2 | $394K | Sell |
8,120
-100
| -1% | -$4.85K | 0.05% | 174 |
|
|
2022
Q1 | $517K | Sell |
8,220
-170
| -2% | -$10.7K | 0.06% | 164 |
|
|
2021
Q4 | $558K | Buy |
8,390
+10
| +0.1% | +$665 | 0.06% | 155 |
|
|
2021
Q3 | $406K | Buy |
8,380
+1,190
| +17% | +$57.7K | 0.05% | 174 |
|
|
2021
Q2 | $343K | Sell |
7,190
-980
| -12% | -$46.8K | 0.04% | 187 |
|
|
2021
Q1 | $379K | Buy |
8,170
+20
| +0.2% | +$928 | 0.05% | 171 |
|
|
2020
Q4 | $357K | Buy |
8,150
+450
| +6% | +$19.7K | 0.06% | 173 |
|
|
2020
Q3 | $280K | Buy |
7,700
+20
| +0.3% | +$727 | 0.05% | 188 |
|
|
2020
Q2 | $242K | Sell |
7,680
-7,360
| -49% | -$232K | 0.04% | 193 |
|
|
2020
Q1 | $356K | Buy |
+15,040
| New | +$356K | 0.07% | 160 |
|
|
2018
Q4 | – | Sell |
-2,450
| Closed | -$60K | – | 282 |
|
|
2018
Q3 | $60K | Buy |
+2,450
| New | +$60K | 0.01% | 421 |
|