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 |
|