Institutional & Family Asset Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2M | Sell |
12,470
-6,870
| -36% | -$1.1M | 0.31% | 80 |
|
|
2024
Q1 | $2.56M | Sell |
19,340
-3,170
| -14% | -$420K | 0.41% | 70 |
|
|
2023
Q4 | $2.51M | Buy |
22,510
+9,140
| +68% | +$1.02M | 0.41% | 66 |
|
|
2023
Q3 | $1.11M | Sell |
13,370
-360
| -3% | -$29.9K | 0.18% | 89 |
|
|
2023
Q2 | $1.19M | Sell |
13,730
-5,620
| -29% | -$487K | 0.19% | 87 |
|
|
2023
Q1 | $1.24M | Buy |
19,350
+630
| +3% | +$40.4K | 0.2% | 85 |
|
|
2022
Q4 | $1.05M | Sell |
18,720
-150
| -0.8% | -$8.39K | 0.17% | 87 |
|
|
2022
Q3 | $838K | Buy |
18,870
+2,820
| +18% | +$125K | 0.15% | 89 |
|
|
2022
Q2 | $780K | Buy |
16,050
+480
| +3% | +$23.3K | 0.13% | 93 |
|
|
2022
Q1 | $980K | Sell |
15,570
-1,310
| -8% | -$82.5K | 0.15% | 97 |
|
|
2021
Q4 | $1.12M | Sell |
16,880
-4,710
| -22% | -$313K | 0.17% | 89 |
|
|
2021
Q3 | $1.05M | Buy |
21,590
+1,120
| +5% | +$54.3K | 0.17% | 94 |
|
|
2021
Q2 | $976K | Buy |
20,470
+2,190
| +12% | +$104K | 0.16% | 97 |
|
|
2021
Q1 | $848K | Buy |
18,280
+12,090
| +195% | +$561K | 0.16% | 93 |
|
|
2020
Q4 | $271K | Sell |
6,190
-240
| -4% | -$10.5K | 0.06% | 152 |
|
|
2020
Q3 | $234K | Sell |
6,430
-260
| -4% | -$9.46K | 0.05% | 148 |
|
|
2020
Q2 | $211K | Sell |
6,690
-150
| -2% | -$4.73K | 0.04% | 167 |
|
|
2020
Q1 | $162K | Buy |
6,840
+360
| +6% | +$8.53K | 0.04% | 164 |
|
|
2019
Q4 | $205K | Sell |
6,480
-170
| -3% | -$5.38K | 0.04% | 164 |
|
|
2019
Q3 | $184K | Sell |
6,650
-570
| -8% | -$15.8K | 0.04% | 162 |
|
|
2019
Q2 | $208K | Buy |
7,220
+1,040
| +17% | +$30K | 0.05% | 162 |
|
|
2019
Q1 | $186K | Sell |
6,180
-1,500
| -20% | -$45.1K | 0.04% | 177 |
|
|
2018
Q4 | $195K | Sell |
7,680
-90
| -1% | -$2.29K | 0.04% | 165 |
|
|
2018
Q3 | $192K | Buy |
7,770
+4,420
| +132% | +$109K | 0.04% | 188 |
|
|
2018
Q2 | $81K | Sell |
3,350
-110
| -3% | -$2.66K | 0.02% | 301 |
|
|
2018
Q1 | $82K | Buy |
+3,460
| New | +$82K | 0.02% | 275 |
|