SAM
SignalPoint Asset Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.93M | Sell |
8,334
-595
| -7% | -$138K | 0.47% | 40 |
|
|
2024
Q3 | $1.54M | Buy |
8,929
+7,997
| +858% | +$1.38M | 0.36% | 54 |
|
|
2024
Q2 | $1.5M | Buy |
932
+15
| +2% | +$24.1K | 0.4% | 52 |
|
|
2024
Q1 | $1.22M | Sell |
917
-46
| -5% | -$61K | 0.33% | 65 |
|
|
2023
Q4 | $1.08M | Sell |
963
-60
| -6% | -$67K | 0.32% | 64 |
|
|
2023
Q3 | $850K | Buy |
1,023
+13
| +1% | +$10.8K | 0.27% | 76 |
|
|
2023
Q2 | $876K | Sell |
1,010
-123
| -11% | -$107K | 0.27% | 77 |
|
|
2023
Q1 | $727K | Sell |
1,133
-82
| -7% | -$52.6K | 0.23% | 84 |
|
|
2022
Q4 | $679K | Buy |
1,215
+581
| +92% | +$325K | 0.24% | 90 |
|
|
2022
Q3 | $281K | Sell |
634
-6
| -0.9% | -$2.66K | 0.11% | 167 |
|
|
2022
Q2 | $310K | Buy |
640
+134
| +26% | +$64.9K | 0.11% | 166 |
|
|
2022
Q1 | $318K | Buy |
506
+22
| +5% | +$13.8K | 0.1% | 176 |
|
|
2021
Q4 | $322K | Sell |
484
-39
| -7% | -$25.9K | 0.1% | 171 |
|
|
2021
Q3 | $254K | Buy |
523
+30
| +6% | +$14.6K | 0.08% | 190 |
|
|
2021
Q2 | $235K | Sell |
493
-50
| -9% | -$23.8K | 0.08% | 202 |
|
|
2021
Q1 | $252K | Buy |
543
+28
| +5% | +$13K | 0.09% | 185 |
|
|
2020
Q4 | $225K | Buy |
+515
| New | +$225K | 0.09% | 185 |
|
|
2017
Q1 | – | Sell |
-3,352
| Closed | -$593K | – | 139 |
|
|
2016
Q4 | $593K | Buy |
3,352
+45
| +1% | +$7.96K | 0.15% | 128 |
|
|
2016
Q3 | $571K | Buy |
+3,307
| New | +$571K | 0.15% | 118 |
|
|
2016
Q2 | – | Sell |
-3,676
| Closed | -$568K | – | 238 |
|
|
2016
Q1 | $568K | Buy |
3,676
+2,221
| +153% | +$343K | 0.24% | 81 |
|
|
2015
Q4 | $211K | Buy |
+1,455
| New | +$211K | 0.09% | 186 |
|