SWS Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-790
| Closed | -$127K | – | 123 |
|
|
2024
Q2 | $127K | Buy |
+790
| New | +$127K | 0.04% | 124 |
|
|
2022
Q4 | – | Sell |
-42,030
| Closed | -$1.87M | – | 83 |
|
|
2022
Q3 | $1.87M | Sell |
42,030
-3,710
| -8% | -$165K | 0.86% | 51 |
|
|
2022
Q2 | $2.22M | Buy |
45,740
+3,410
| +8% | +$166K | 1.87% | 16 |
|
|
2022
Q1 | $2.67M | Buy |
42,330
+2,490
| +6% | +$157K | 1.74% | 17 |
|
|
2021
Q4 | $2.65M | Sell |
39,840
-8,240
| -17% | -$548K | 1.51% | 22 |
|
|
2021
Q3 | $2.33M | Buy |
48,080
+2,220
| +5% | +$108K | 1.44% | 21 |
|
|
2021
Q2 | $2.19M | Buy |
45,860
+1,820
| +4% | +$86.8K | 1.42% | 25 |
|
|
2021
Q1 | $2.04M | Sell |
44,040
-290
| -0.7% | -$13.4K | 1.41% | 24 |
|
|
2020
Q4 | $1.94M | Sell |
44,330
-1,120
| -2% | -$49K | 0.86% | 38 |
|
|
2020
Q3 | $1.66M | Buy |
45,450
+3,450
| +8% | +$126K | 0.83% | 33 |
|
|
2020
Q2 | $1.33M | Buy |
42,000
+5,860
| +16% | +$186K | 1.69% | 15 |
|
|
2020
Q1 | $857K | Buy |
+36,140
| New | +$857K | 0.61% | 53 |
|
|
2019
Q3 | $927K | Buy |
29,750
+1,910
| +7% | +$59.5K | 0.55% | 55 |
|
|
2019
Q2 | $807K | Buy |
+27,840
| New | +$807K | 0.51% | 60 |
|
|
2018
Q2 | – | Sell |
-210
| Closed | -$5K | – | 115 |
|
|
2018
Q1 | $5K | Hold |
210
| – | – | ﹤0.01% | 306 |
|
|
2017
Q4 | $5K | Buy |
+210
| New | +$5K | ﹤0.01% | 314 |
|