Laird Norton Wetherby Trust Company’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,070
| Closed | -$338K | – | 96 |
|
|
2023
Q3 | $338K | Sell |
4,070
-450
| -10% | -$37.4K | 0.04% | 84 |
|
|
2023
Q2 | $392K | Hold |
4,520
| – | – | 0.05% | 75 |
|
|
2023
Q1 | $290K | Hold |
4,520
| – | – | 0.04% | 89 |
|
|
2022
Q4 | $253K | Buy |
+4,520
| New | +$253K | 0.04% | 94 |
|
|
2022
Q3 | – | Sell |
-4,630
| Closed | -$224K | – | 75 |
|
|
2022
Q2 | $224K | Sell |
4,630
-730
| -14% | -$35.3K | 0.03% | 108 |
|
|
2022
Q1 | $337K | Sell |
5,360
-270
| -5% | -$17K | 0.03% | 137 |
|
|
2021
Q4 | $374K | Buy |
5,630
+100
| +2% | +$6.64K | 0.04% | 131 |
|
|
2021
Q3 | $268K | Buy |
5,530
+690
| +14% | +$33.4K | 0.03% | 152 |
|
|
2021
Q2 | $230K | Sell |
4,840
-1,000
| -17% | -$47.5K | 0.02% | 146 |
|
|
2021
Q1 | $263K | Hold |
5,840
| – | – | 0.03% | 132 |
|
|
2020
Q4 | $255K | Buy |
+5,840
| New | +$255K | 0.03% | 134 |
|