Osborn Williams & Donohoe’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $3.09M | Buy |
130,200
+15,490
| +14% | +$367K | 0.41% | 71 |
|
|
2019
Q4 | $3.63M | Buy |
114,710
+11,870
| +12% | +$375K | 0.36% | 77 |
|
|
2019
Q3 | $2.84M | Buy |
102,840
+9,250
| +10% | +$255K | 0.29% | 94 |
|
|
2019
Q2 | $2.69M | Buy |
93,590
+10,700
| +13% | +$308K | 0.28% | 98 |
|
|
2019
Q1 | $2.57M | Buy |
82,890
+7,300
| +10% | +$226K | 0.26% | 104 |
|
|
2018
Q4 | $1.92M | Buy |
75,590
+6,510
| +9% | +$166K | 0.34% | 75 |
|
|
2018
Q3 | $1.7M | Buy |
69,080
+9,080
| +15% | +$224K | 0.27% | 95 |
|
|
2018
Q2 | $1.46M | Buy |
60,000
+13,350
| +29% | +$324K | 0.25% | 97 |
|
|
2018
Q1 | $1.1M | Buy |
46,650
+12,850
| +38% | +$303K | 0.19% | 109 |
|
|
2017
Q4 | $868K | Buy |
33,800
+370
| +1% | +$9.5K | 0.15% | 119 |
|
|
2017
Q3 | $811K | Buy |
33,430
+6,300
| +23% | +$153K | 0.15% | 118 |
|
|
2017
Q2 | $632K | Hold |
27,130
| – | – | 0.11% | 141 |
|
|
2017
Q1 | $594K | Buy |
+27,130
| New | +$594K | 0.11% | 146 |
|