Homrich & Berg’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $974K | Sell |
20,090
-730
| -4% | -$35.4K | 0.02% | 222 |
|
|
2021
Q2 | $993K | Buy |
20,820
+3,620
| +21% | +$173K | 0.02% | 213 |
|
|
2021
Q1 | $798K | Buy |
17,200
+40
| +0.2% | +$1.86K | 0.02% | 225 |
|
|
2020
Q4 | $751K | Sell |
17,160
-30
| -0.2% | -$1.31K | 0.02% | 224 |
|
|
2020
Q3 | $626K | Buy |
17,190
+4,910
| +40% | +$179K | 0.02% | 209 |
|
|
2020
Q2 | $388K | Buy |
12,280
+2,440
| +25% | +$77.1K | 0.02% | 227 |
|
|
2020
Q1 | $233K | Sell |
9,840
-2,460
| -20% | -$58.3K | 0.01% | 256 |
|
|
2019
Q4 | $389K | Buy |
+12,300
| New | +$389K | 0.02% | 256 |
|
|
2018
Q3 | – | Sell |
-8,640
| Closed | -$210K | – | 323 |
|
|
2018
Q2 | $210K | Buy |
+8,640
| New | +$210K | 0.02% | 302 |
|
|
2017
Q4 | – | Sell |
-17,090
| Closed | -$415K | – | 338 |
|
|
2017
Q3 | $415K | Buy |
+17,090
| New | +$415K | 0.03% | 207 |
|
|
2016
Q2 | – | Sell |
-17,280
| Closed | -$267K | – | 262 |
|
|
2016
Q1 | $267K | Buy |
17,280
+720
| +4% | +$11.1K | 0.03% | 213 |
|
|
2015
Q4 | $240K | Buy |
16,560
+370
| +2% | +$5.36K | 0.02% | 226 |
|
|
2015
Q3 | $202K | Buy |
+16,190
| New | +$202K | 0.02% | 248 |
|