HoyleCohen’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $34.2M | Sell |
213,260
-12,930
| -6% | -$2.08M | 2.59% | 5 |
|
|
2024
Q1 | $30M | Sell |
226,190
-7,140
| -3% | -$946K | 2.29% | 7 |
|
|
2023
Q4 | $26M | Sell |
233,330
-3,520
| -1% | -$393K | 2.13% | 5 |
|
|
2023
Q3 | $19.7M | Sell |
236,850
-2,830
| -1% | -$235K | 1.82% | 11 |
|
|
2023
Q2 | $20.8M | Sell |
239,680
-5,910
| -2% | -$513K | 1.83% | 10 |
|
|
2023
Q1 | $15.8M | Buy |
245,590
+820
| +0.3% | +$52.6K | 1.47% | 15 |
|
|
2022
Q4 | $13.7M | Buy |
244,770
+1,400
| +0.6% | +$78.3K | 1.36% | 17 |
|
|
2022
Q3 | $10.8M | Sell |
243,370
-250
| -0.1% | -$11.1K | 1.18% | 21 |
|
|
2022
Q2 | $11.8M | Buy |
243,620
+8,520
| +4% | +$414K | 1.23% | 21 |
|
|
2022
Q1 | $14.8M | Buy |
235,100
+3,220
| +1% | +$203K | 1.27% | 19 |
|
|
2021
Q4 | $15.4M | Buy |
231,880
+4,850
| +2% | +$323K | 1.28% | 17 |
|
|
2021
Q3 | $11M | Sell |
227,030
-1,000
| -0.4% | -$48.5K | 1.05% | 22 |
|
|
2021
Q2 | $10.9K | Buy |
228,030
+440
| +0.2% | +$21 | 0.85% | 25 |
|
|
2021
Q1 | $10.6M | Buy |
227,590
+340
| +0.1% | +$15.8K | 1.07% | 24 |
|
|
2020
Q4 | $9.95M | Buy |
227,250
+85,760
| +61% | +$3.75M | 1.15% | 18 |
|
|
2020
Q3 | $5.16M | Buy |
141,490
+30
| +0% | +$1.09K | 0.76% | 32 |
|
|
2020
Q2 | $4.47M | Buy |
141,460
+5,150
| +4% | +$163K | 0.75% | 38 |
|
|
2020
Q1 | $3.23M | Buy |
136,310
+8,300
| +6% | +$197K | 0.64% | 45 |
|
|
2019
Q4 | $4.05M | Buy |
128,010
+2,250
| +2% | +$71.1K | 0.64% | 46 |
|
|
2019
Q3 | $3.47M | Buy |
125,760
+680
| +0.5% | +$18.8K | 0.59% | 50 |
|
|
2019
Q2 | $3.6M | Buy |
125,080
+1,390
| +1% | +$40K | 0.63% | 47 |
|
|
2019
Q1 | $3.72M | Sell |
123,690
-1,100
| -0.9% | -$33.1K | 0.66% | 45 |
|
|
2018
Q4 | $3.17M | Buy |
124,790
+4,360
| +4% | +$111K | 0.65% | 49 |
|
|
2018
Q3 | $2.97M | Buy |
120,430
+2,620
| +2% | +$64.6K | 0.56% | 50 |
|
|
2018
Q2 | $2.86M | Buy |
+117,810
| New | +$2.86M | 0.58% | 51 |
|