Rockbridge Investment Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-140
| Closed | -$15.6K | – | 161 |
|
|
2023
Q4 | $15.6K | Buy |
+140
| New | +$15.6K | ﹤0.01% | 352 |
|
|
2022
Q3 | – | Sell |
-90
| Closed | -$4.37K | – | 139 |
|
|
2022
Q2 | $4.37K | Hold |
90
| – | – | ﹤0.01% | 470 |
|
|
2022
Q1 | $5.64K | Sell |
90
-400
| -82% | -$25.1K | ﹤0.01% | 597 |
|
|
2021
Q4 | $33K | Hold |
490
| – | – | ﹤0.01% | 412 |
|
|
2021
Q3 | $24K | Hold |
490
| – | – | ﹤0.01% | 422 |
|
|
2021
Q2 | $23K | Hold |
490
| – | – | ﹤0.01% | 426 |
|
|
2021
Q1 | $23K | Sell |
490
-120
| -20% | -$5.63K | ﹤0.01% | 407 |
|
|
2020
Q4 | $27K | Hold |
610
| – | – | 0.01% | 363 |
|
|
2020
Q3 | $22K | Buy |
610
+370
| +154% | +$13.3K | 0.01% | 364 |
|
|
2020
Q2 | $8K | Buy |
+240
| New | +$8K | ﹤0.01% | 446 |
|