Highland Private 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
Q4 | – | Sell |
-29,950
| Closed | -$1.33M | – | 16 |
|
|
2022
Q3 | $1.33M | Buy |
29,950
+250
| +0.8% | +$11.1K | 0.21% | 45 |
|
|
2022
Q2 | $1.44M | Buy |
29,700
+20,010
| +207% | +$972K | 0.22% | 41 |
|
|
2022
Q1 | $610K | Buy |
9,690
+330
| +4% | +$20.8K | 0.08% | 84 |
|
|
2021
Q4 | $623K | Buy |
9,360
+780
| +9% | +$51.9K | 0.08% | 85 |
|
|
2021
Q3 | $416K | Sell |
8,580
-1,000
| -10% | -$48.5K | 0.06% | 108 |
|
|
2021
Q2 | $457K | Sell |
9,580
-20
| -0.2% | -$954 | 0.07% | 97 |
|
|
2021
Q1 | $446K | Buy |
9,600
+60
| +0.6% | +$2.79K | 0.07% | 91 |
|
|
2020
Q4 | $418K | Buy |
9,540
+1,830
| +24% | +$80.2K | 0.07% | 91 |
|
|
2020
Q3 | $281K | Buy |
7,710
+440
| +6% | +$16K | 0.06% | 104 |
|
|
2020
Q2 | $229K | Buy |
+7,270
| New | +$229K | 0.05% | 116 |
|
|
2020
Q1 | – | Sell |
-6,610
| Closed | -$209K | – | 119 |
|
|
2019
Q4 | $209K | Buy |
+6,610
| New | +$209K | 0.05% | 122 |
|
|
2019
Q2 | – | Sell |
-6,690
| Closed | -$201K | – | 128 |
|
|
2019
Q1 | $201K | Buy |
+6,690
| New | +$201K | 0.06% | 113 |
|