Tiedemann Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.2M | Sell |
14,450
-30
| -0.2% | -$2.5K | 0.05% | 108 |
|
|
2023
Q2 | $1.26M | Sell |
14,480
-20
| -0.1% | -$1.74K | 0.05% | 102 |
|
|
2023
Q1 | $930K | Buy |
+14,500
| New | +$930K | 0.04% | 117 |
|
|
2019
Q4 | – | Sell |
-11,920
| Closed | -$333K | – | 297 |
|
|
2019
Q3 | $333K | Buy |
11,920
+3,230
| +37% | +$90.2K | 0.02% | 250 |
|
|
2019
Q2 | $252K | Sell |
8,690
-18,790
| -68% | -$545K | 0.01% | 253 |
|
|
2019
Q1 | $828K | Sell |
27,480
-60
| -0.2% | -$1.81K | 0.04% | 238 |
|
|
2018
Q4 | $700K | Buy |
27,540
+18,450
| +203% | +$469K | 0.04% | 248 |
|
|
2018
Q3 | $224K | Sell |
9,090
-1,490
| -14% | -$36.7K | 0.01% | 289 |
|
|
2018
Q2 | $258K | Buy |
10,580
+1,220
| +13% | +$29.8K | 0.02% | 261 |
|
|
2018
Q1 | $221K | Buy |
+9,360
| New | +$221K | 0.02% | 252 |
|