LeJeune Puetz Investment Counsel’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | $176K | Buy |
2,740
+30
| +1% | +$1.93K | 0.06% | 165 |
|
2022
Q4 | $152K | Hold |
2,710
| – | – | 0.06% | 169 |
|
2022
Q3 | $120K | Hold |
2,710
| – | – | 0.05% | 181 |
|
2022
Q2 | $131K | Hold |
2,710
| – | – | 0.05% | 174 |
|
2022
Q1 | $170K | Hold |
2,710
| – | – | 0.06% | 167 |
|
2021
Q4 | $180K | Hold |
2,710
| – | – | 0.06% | 164 |
|
2021
Q3 | $131K | Buy |
+2,710
| New | +$131K | 0.05% | 181 |
|
2020
Q1 | – | Sell |
-4,520
| Closed | -$143K | – | 171 |
|
2019
Q4 | $143K | Hold |
4,520
| – | – | 0.07% | 158 |
|
2019
Q3 | $125K | Hold |
4,520
| – | – | 0.06% | 165 |
|
2019
Q2 | $130K | Buy |
+4,520
| New | +$130K | 0.07% | 158 |
|