Laurel Wealth Advisors (California)’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.27M | Buy |
40,590
+920
| +2% | +$51.4K | 0.22% | 106 |
|
|
2022
Q3 | $1.76M | Sell |
39,670
-4,240
| -10% | -$188K | 0.19% | 122 |
|
|
2022
Q2 | $2.13M | Sell |
43,910
-2,950
| -6% | -$143K | 0.22% | 108 |
|
|
2022
Q1 | $2.95M | Sell |
46,860
-8,390
| -15% | -$528K | 0.24% | 94 |
|
|
2021
Q4 | $3.68M | Buy |
55,250
+32,800
| +146% | +$2.18M | 0.28% | 90 |
|
|
2021
Q3 | $1.09M | Sell |
22,450
-1,070
| -5% | -$51.9K | 0.2% | 120 |
|
|
2021
Q2 | $1.12M | Sell |
23,520
-320
| -1% | -$15.3K | 0.15% | 158 |
|
|
2021
Q1 | $1.11M | Buy |
23,840
+4,500
| +23% | +$209K | 0.17% | 145 |
|
|
2020
Q4 | $847K | Sell |
19,340
-340
| -2% | -$14.9K | 0.12% | 178 |
|
|
2020
Q3 | $717K | Sell |
19,680
-650
| -3% | -$23.7K | 0.12% | 183 |
|
|
2020
Q2 | $641K | Sell |
20,330
-40
| -0.2% | -$1.26K | 0.12% | 187 |
|
|
2020
Q1 | $483K | Sell |
20,370
-1,180
| -5% | -$28K | 0.11% | 202 |
|
|
2019
Q4 | $681K | Sell |
21,550
-4,680
| -18% | -$148K | 0.11% | 194 |
|
|
2019
Q3 | $724K | Buy |
26,230
+5,770
| +28% | +$159K | 0.12% | 187 |
|
|
2019
Q2 | $589K | Buy |
20,460
+410
| +2% | +$11.8K | 0.13% | 172 |
|
|
2019
Q1 | $603K | Buy |
20,050
+740
| +4% | +$22.3K | 0.15% | 156 |
|
|
2018
Q4 | $491K | Sell |
19,310
-9,440
| -33% | -$240K | 0.14% | 161 |
|
|
2018
Q3 | $709K | Buy |
28,750
+13,450
| +88% | +$332K | 0.17% | 132 |
|
|
2018
Q2 | $371K | Sell |
15,300
-15,580
| -50% | -$378K | 0.1% | 220 |
|
|
2018
Q1 | $758K | Buy |
30,880
+15,860
| +106% | +$389K | 0.23% | 108 |
|
|
2017
Q4 | $385K | Sell |
15,020
-3,100
| -17% | -$79.5K | 0.11% | 209 |
|
|
2017
Q3 | $439K | Buy |
18,120
+3,360
| +23% | +$81.4K | 0.15% | 164 |
|
|
2017
Q2 | $343K | Buy |
14,760
+340
| +2% | +$7.9K | 0.12% | 191 |
|
|
2017
Q1 | $315K | Sell |
14,420
-2,260
| -14% | -$49.4K | 0.12% | 185 |
|
|
2016
Q4 | $294K | Buy |
16,680
+2,830
| +20% | +$49.9K | 0.13% | 178 |
|
|
2016
Q3 | $239K | Buy |
+13,850
| New | +$239K | 0.11% | 197 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 274 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 263 |
|