Intersect Capital’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $2.55M | Sell |
52,460
-4,310
| -8% | -$209K | 0.77% | 23 |
|
2022
Q1 | $3.58M | Buy |
56,770
+1,990
| +4% | +$125K | 0.69% | 23 |
|
2021
Q4 | $3.65M | Buy |
54,780
+1,340
| +3% | +$89.2K | 0.67% | 25 |
|
2021
Q3 | $2.59M | Buy |
53,440
+3,000
| +6% | +$145K | 0.44% | 46 |
|
2021
Q2 | $2.41M | Buy |
50,440
+5,440
| +12% | +$259K | 0.43% | 48 |
|
2021
Q1 | $2.09M | Buy |
45,000
+4,460
| +11% | +$207K | 0.42% | 50 |
|
2020
Q4 | $1.78M | Buy |
40,540
+10,750
| +36% | +$471K | 0.39% | 53 |
|
2020
Q3 | $1.09M | Buy |
+29,790
| New | +$1.09M | 0.29% | 65 |
|
2015
Q2 | – | Sell |
-2,340
| Closed | -$27K | – | 128 |
|
2015
Q1 | $27K | Hold |
2,340
| – | – | 0.02% | 241 |
|
2014
Q4 | $24K | Buy |
+2,340
| New | +$24K | 0.02% | 260 |
|