Security National Trust’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $439K | Hold |
9,210
| – | – | 0.1% | 113 |
|
|
2021
Q2 | $439K | Hold |
9,210
| – | – | 0.1% | 117 |
|
|
2021
Q1 | $427K | Buy |
9,210
+520
| +6% | +$24.1K | 0.1% | 116 |
|
|
2020
Q4 | $380K | Buy |
8,690
+660
| +8% | +$28.9K | 0.09% | 121 |
|
|
2020
Q3 | $293K | Buy |
8,030
+1,430
| +22% | +$52.2K | 0.08% | 131 |
|
|
2020
Q2 | $208K | Sell |
6,600
-1,040
| -14% | -$32.8K | 0.06% | 146 |
|
|
2020
Q1 | $181K | Buy |
7,640
+1,110
| +17% | +$26.3K | 0.07% | 144 |
|
|
2019
Q4 | $206K | Hold |
6,530
| – | – | 0.06% | 151 |
|
|
2019
Q3 | $180K | Sell |
6,530
-180
| -3% | -$4.96K | 0.06% | 160 |
|
|
2019
Q2 | $193K | Hold |
6,710
| – | – | 0.06% | 156 |
|
|
2019
Q1 | $202K | Hold |
6,710
| – | – | 0.06% | 153 |
|
|
2018
Q4 | $170K | Hold |
6,710
| – | – | 0.06% | 156 |
|
|
2018
Q3 | $166K | Hold |
6,710
| – | – | 0.05% | 173 |
|
|
2018
Q2 | $163K | Hold |
6,710
| – | – | 0.05% | 172 |
|
|
2018
Q1 | $158K | Sell |
6,710
-370
| -5% | -$8.71K | 0.05% | 180 |
|
|
2017
Q4 | $182K | Hold |
7,080
| – | – | 0.06% | 172 |
|
|
2017
Q3 | $172K | Hold |
7,080
| – | – | 0.06% | 178 |
|
|
2017
Q2 | $165K | Hold |
7,080
| – | – | 0.06% | 182 |
|
|
2017
Q1 | $155K | Hold |
7,080
| – | – | 0.05% | 187 |
|
|
2016
Q4 | $125K | Hold |
7,080
| – | – | 0.04% | 206 |
|
|
2016
Q3 | $122K | Buy |
7,080
+370
| +6% | +$6.38K | 0.04% | 206 |
|
|
2016
Q2 | $104K | Hold |
6,710
| – | – | 0.04% | 217 |
|
|
2016
Q1 | $104K | Hold |
6,710
| – | – | 0.04% | 215 |
|
|
2015
Q4 | $97K | Hold |
6,710
| – | – | 0.04% | 213 |
|
|
2015
Q3 | $84K | Hold |
6,710
| – | – | 0.03% | 231 |
|
|
2015
Q2 | $89K | Hold |
6,710
| – | – | 0.03% | 233 |
|
|
2015
Q1 | $86K | Hold |
6,710
| – | – | 0.03% | 243 |
|
|
2014
Q4 | $68K | Buy |
6,710
+4,000
| +148% | +$40.5K | 0.02% | 251 |
|
|
2014
Q3 | $24K | Buy |
2,710
+770
| +40% | +$6.82K | 0.01% | 329 |
|
|
2014
Q2 | $14K | Hold |
1,940
| – | – | 0.01% | 376 |
|
|
2014
Q1 | $12K | Hold |
1,940
| – | – | ﹤0.01% | 392 |
|
|
2013
Q4 | $10K | Hold |
1,940
| – | – | ﹤0.01% | 408 |
|
|
2013
Q3 | $8K | Buy |
+1,940
| New | +$8K | ﹤0.01% | 406 |
|