Norwood Financial’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $139K | Buy |
1,050
+300
| +40% | +$39.8K | 0.2% | 93 |
|
2023
Q4 | $83.7K | Hold |
750
| – | – | 0.13% | 114 |
|
2023
Q3 | $62.3K | Hold |
750
| – | – | 0.1% | 132 |
|
2023
Q2 | $65.1K | Hold |
750
| – | – | 0.1% | 130 |
|
2023
Q1 | $48.1K | Hold |
750
| – | – | 0.08% | 143 |
|
2022
Q4 | $41.9K | Hold |
750
| – | – | 0.07% | 146 |
|
2022
Q3 | $33K | Hold |
750
| – | – | 0.06% | 151 |
|
2022
Q2 | $36K | Hold |
750
| – | – | 0.06% | 147 |
|
2022
Q1 | $47K | Hold |
750
| – | – | 0.07% | 141 |
|
2021
Q4 | $50K | Buy |
+750
| New | +$50K | 0.07% | 142 |
|