Meristem Family Wealth’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$763K Sell
12,120
-2,140
-15% -$135K 0.08% 145
2021
Q4
$949K Hold
14,260
0.08% 138
2021
Q3
$692K Buy
14,260
+7,810
+121% +$379K 0.07% 177
2021
Q2
$308K Buy
+6,450
New +$308K 0.05% 248