Kings Point Capital Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $613K | Sell |
9,740
-1,300
| -12% | -$81.8K | 0.05% | 125 |
|
|
2021
Q4 | $735K | Buy |
11,040
+1,410
| +15% | +$93.9K | 0.06% | 123 |
|
|
2021
Q3 | $467K | Buy |
9,630
+350
| +4% | +$17K | 0.04% | 140 |
|
|
2021
Q2 | $443K | Buy |
9,280
+280
| +3% | +$13.4K | 0.04% | 142 |
|
|
2021
Q1 | $417K | Buy |
9,000
+990
| +12% | +$45.9K | 0.04% | 139 |
|
|
2020
Q4 | $351K | Sell |
8,010
-1,820
| -19% | -$79.8K | 0.04% | 141 |
|
|
2020
Q3 | $358K | Hold |
9,830
| – | – | 0.04% | 136 |
|
|
2020
Q2 | $310K | Hold |
9,830
| – | – | 0.04% | 133 |
|
|
2020
Q1 | $233K | Buy |
9,830
+6,450
| +191% | +$153K | 0.04% | 146 |
|
|
2019
Q4 | $107K | Buy |
3,380
+2,030
| +150% | +$64.3K | 0.02% | 232 |
|
|
2019
Q3 | $37K | Buy |
+1,350
| New | +$37K | 0.01% | 325 |
|
|
2016
Q2 | – | Sell |
-1,160
| Closed | -$18K | – | 324 |
|
|
2016
Q1 | $18K | Buy |
+1,160
| New | +$18K | ﹤0.01% | 268 |
|
|
2015
Q4 | – | Sell |
-2,190
| Closed | -$27K | – | 353 |
|
|
2015
Q3 | $27K | Hold |
2,190
| – | – | 0.01% | 275 |
|
|
2015
Q2 | $29K | Hold |
2,190
| – | – | 0.01% | 264 |
|
|
2015
Q1 | $28K | Hold |
2,190
| – | – | 0.01% | 266 |
|
|
2014
Q4 | $22K | Hold |
2,190
| – | – | 0.01% | 278 |
|
|
2014
Q3 | $19K | Hold |
2,190
| – | – | 0.01% | 252 |
|
|
2014
Q2 | $16K | Buy |
+2,190
| New | +$16K | ﹤0.01% | 271 |
|