Sonora Investment Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.53M | Buy |
31,560
+3,740
| +13% | +$181K | 0.19% | 89 |
|
|
2021
Q2 | $1.33M | Buy |
27,820
+11,970
| +76% | +$571K | 0.17% | 93 |
|
|
2021
Q1 | $735K | Buy |
15,850
+5,750
| +57% | +$267K | 0.06% | 193 |
|
|
2020
Q4 | $442K | Buy |
10,100
+9,720
| +2,558% | +$425K | 0.04% | 220 |
|
|
2020
Q3 | $14K | Hold |
380
| – | – | ﹤0.01% | 1042 |
|
|
2020
Q2 | $12K | Sell |
380
-710
| -65% | -$22.4K | ﹤0.01% | 978 |
|
|
2020
Q1 | $26K | Hold |
1,090
| – | – | ﹤0.01% | 654 |
|
|
2019
Q4 | $34K | Buy |
1,090
+850
| +354% | +$26.5K | ﹤0.01% | 652 |
|
|
2019
Q3 | $7K | Sell |
240
-130
| -35% | -$3.79K | ﹤0.01% | 1312 |
|
|
2019
Q2 | $11K | Buy |
370
+130
| +54% | +$3.87K | ﹤0.01% | 1098 |
|
|
2019
Q1 | $7K | Sell |
240
-20
| -8% | -$583 | ﹤0.01% | 1153 |
|
|
2018
Q4 | $7K | Buy |
260
+90
| +53% | +$2.42K | ﹤0.01% | 948 |
|
|
2018
Q3 | $4K | Hold |
170
| – | – | ﹤0.01% | 1047 |
|
|
2018
Q2 | $4K | Hold |
170
| – | – | ﹤0.01% | 982 |
|
|
2018
Q1 | $4.01K | Hold |
170
| – | – | ﹤0.01% | 975 |
|
|
2017
Q4 | $4.37K | Hold |
170
| – | – | ﹤0.01% | 969 |
|
|
2017
Q3 | $4.12K | Sell |
170
-4,830
| -97% | -$117K | ﹤0.01% | 889 |
|
|
2017
Q2 | $117K | Hold |
5,000
| – | – | 0.02% | 236 |
|
|
2017
Q1 | $109K | Buy |
+5,000
| New | +$109K | 0.02% | 234 |
|