Tevis Investment Management’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 |
-2,260
| Closed | -$363K | – | 89 |
|
|
2024
Q2 | $363K | Buy |
2,260
+10
| +0.4% | +$1.61K | 0.29% | 76 |
|
|
2024
Q1 | $298K | Sell |
2,250
-840
| -27% | -$111K | 0.25% | 83 |
|
|
2023
Q4 | $345K | Sell |
3,090
-440
| -12% | -$49.1K | 0.32% | 73 |
|
|
2023
Q3 | $293K | Buy |
+3,530
| New | +$293K | 0.3% | 76 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$5K | – | 394 |
|
|
2022
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 417 |
|