San Francisco Sentry Investment Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.24M | Buy |
26,100
+2,020
| +8% | +$96.3K | 0.65% | 32 |
|
|
2021
Q1 | $1.12M | Buy |
24,080
+2,130
| +10% | +$98.7K | 0.48% | 54 |
|
|
2020
Q4 | $961K | Buy |
21,950
+870
| +4% | +$38.1K | 0.45% | 58 |
|
|
2020
Q3 | $768K | Sell |
21,080
-50
| -0.2% | -$1.82K | 0.39% | 66 |
|
|
2020
Q2 | $667K | Buy |
21,130
+2,650
| +14% | +$83.7K | 0.35% | 73 |
|
|
2020
Q1 | $438K | Sell |
18,480
-2,590
| -12% | -$61.4K | 0.28% | 89 |
|
|
2019
Q4 | $665K | Buy |
21,070
+1,520
| +8% | +$48K | 0.3% | 85 |
|
|
2019
Q3 | $540K | Buy |
19,550
+2,410
| +14% | +$66.6K | 0.25% | 100 |
|
|
2019
Q2 | $493K | Buy |
17,140
+330
| +2% | +$9.49K | 0.23% | 102 |
|
|
2019
Q1 | $506K | Buy |
16,810
+2,100
| +14% | +$63.2K | 0.22% | 103 |
|
|
2018
Q4 | $374K | Buy |
14,710
+30
| +0.2% | +$763 | 0.18% | 112 |
|
|
2018
Q3 | $362K | Buy |
14,680
+590
| +4% | +$14.5K | 0.14% | 129 |
|
|
2018
Q2 | $342K | Sell |
14,090
-350
| -2% | -$8.5K | 0.14% | 135 |
|
|
2018
Q1 | $341K | Buy |
14,440
+5,910
| +69% | +$140K | 0.1% | 193 |
|
|
2017
Q4 | $219K | Hold |
8,530
| – | – | 0.06% | 249 |
|
|
2017
Q3 | $207K | Hold |
8,530
| – | – | 0.07% | 235 |
|
|
2017
Q2 | $198K | Buy |
+8,530
| New | +$198K | 0.07% | 224 |
|
|
2014
Q4 | – | Sell |
-4,010
| Closed | -$35K | – | 180 |
|
|
2014
Q3 | $35K | Buy |
+4,010
| New | +$35K | 0.02% | 340 |
|