R.H. Bluestein & Co’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$315K Hold
2022
Q2
$345K Hold
2022
Q1
$447K Sell
2021
Q4
$584K Hold
2021
Q3
$426K Buy
2021
Q2
$371K Sell
2021
Q1
$407K Buy
2020
Q4
$341K Sell
2020
Q3
$466K Sell
2020
Q2
$530K Buy
2020
Q1
$350K Sell
2019
Q4
$649K Buy
2019
Q3
$440K Buy
2015
Q3
Sell
2015
Q2
$1.33M Hold
2015
Q1
$1.27M Hold
2014
Q4
$1.01M Sell
2014
Q3
$1.74M Buy
2014
Q2
$360K Buy