Hotaling Investment 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
$1.58M Buy
28,250
+18,720
+196% +$1.05M 0.71% 45
2022
Q3
$423K Buy
9,530
+350
+4% +$15.5K 0.2% 83
2022
Q2
$446K Buy
9,180
+650
+8% +$31.6K 0.19% 87
2022
Q1
$537K Buy
8,530
+580
+7% +$36.5K 0.21% 87
2021
Q4
$529K Buy
7,950
+1,010
+15% +$67.2K 0.18% 88
2021
Q3
$337K Sell
6,940
-80
-1% -$3.89K 0.14% 95
2021
Q2
$335K Sell
7,020
-40
-0.6% -$1.91K 0.14% 98
2021
Q1
$327K Buy
7,060
+20
+0.3% +$926 0.15% 95
2020
Q4
$308K Buy
+7,040
New +$308K 0.14% 92