Veritable’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-109,520
| Closed | -$9.5M | – | 65 |
|
|
2023
Q2 | $9.5M | Buy |
109,520
+110
| +0.1% | +$9.54K | 0.15% | 73 |
|
|
2023
Q1 | $7.02M | Buy |
109,410
+590
| +0.5% | +$37.9K | 0.12% | 87 |
|
|
2022
Q4 | $6.08M | Buy |
108,820
+12,970
| +14% | +$725K | 0.1% | 100 |
|
|
2022
Q3 | $4.26M | Sell |
95,850
-13,170
| -12% | -$585K | 0.08% | 127 |
|
|
2022
Q2 | $5.3M | Buy |
109,020
+1,980
| +2% | +$96.2K | 0.1% | 115 |
|
|
2022
Q1 | $6.74M | Sell |
107,040
-4,070
| -4% | -$256K | 0.1% | 108 |
|
|
2021
Q4 | $7.39M | Buy |
111,110
+11,440
| +11% | +$761K | 0.11% | 101 |
|
|
2021
Q3 | $4.83M | Buy |
99,670
+20,950
| +27% | +$1.02M | 0.08% | 132 |
|
|
2021
Q2 | $3.75M | Buy |
78,720
+1,110
| +1% | +$52.9K | 0.06% | 161 |
|
|
2021
Q1 | $3.6M | Sell |
77,610
-2,560
| -3% | -$119K | 0.06% | 156 |
|
|
2020
Q4 | $3.51M | Sell |
80,170
-3,510
| -4% | -$154K | 0.06% | 139 |
|
|
2020
Q3 | $3.05M | Sell |
83,680
-1,080
| -1% | -$39.4K | 0.06% | 146 |
|
|
2020
Q2 | $2.68M | Sell |
84,760
-2,700
| -3% | -$85.2K | 0.06% | 150 |
|
|
2020
Q1 | $2.07M | Sell |
87,460
-5,600
| -6% | -$133K | 0.05% | 180 |
|
|
2019
Q4 | $2.94M | Buy |
93,060
+7,880
| +9% | +$249K | 0.05% | 176 |
|
|
2019
Q3 | $2.35M | Sell |
85,180
-7,080
| -8% | -$195K | 0.05% | 192 |
|
|
2019
Q2 | $2.66M | Buy |
92,260
+270
| +0.3% | +$7.77K | 0.05% | 182 |
|
|
2019
Q1 | $2.77M | Buy |
91,990
+5,620
| +7% | +$169K | 0.06% | 171 |
|
|
2018
Q4 | $2.2M | Buy |
86,370
+140
| +0.2% | +$3.56K | 0.05% | 185 |
|
|
2018
Q3 | $2.13M | Sell |
86,230
-2,570
| -3% | -$63.4K | 0.04% | 201 |
|
|
2018
Q2 | $2.16M | Sell |
88,800
-730
| -0.8% | -$17.7K | 0.05% | 194 |
|
|
2018
Q1 | $2.11M | Sell |
89,530
-11,950
| -12% | -$282K | 0.05% | 197 |
|
|
2017
Q4 | $2.61M | Sell |
101,480
-21,040
| -17% | -$541K | 0.05% | 175 |
|
|
2017
Q3 | $2.97M | Buy |
122,520
+40
| +0% | +$970 | 0.06% | 170 |
|
|
2017
Q2 | $2.85M | Buy |
122,480
+26,640
| +28% | +$621K | 0.07% | 172 |
|
|
2017
Q1 | $2.1M | Buy |
95,840
+3,650
| +4% | +$79.9K | 0.05% | 204 |
|
|
2016
Q4 | $1.63M | Sell |
92,190
-15,660
| -15% | -$277K | 0.04% | 231 |
|
|
2016
Q3 | $1.86M | Buy |
107,850
+9,830
| +10% | +$170K | 0.05% | 213 |
|
|
2016
Q2 | $1.52M | Buy |
98,020
+15,090
| +18% | +$234K | 0.04% | 226 |
|
|
2016
Q1 | $1.28M | Buy |
82,930
+23,650
| +40% | +$365K | 0.03% | 260 |
|
|
2015
Q4 | $860K | Buy |
59,280
+1,290
| +2% | +$18.7K | 0.02% | 343 |
|
|
2015
Q3 | $725K | Buy |
57,990
+7,530
| +15% | +$94.1K | 0.02% | 361 |
|
|
2015
Q2 | $671K | Buy |
50,460
+5,920
| +13% | +$78.7K | 0.02% | 391 |
|
|
2015
Q1 | $566K | Buy |
44,540
+990
| +2% | +$12.6K | 0.01% | 566 |
|
|
2014
Q4 | $438K | Sell |
43,550
-3,760
| -8% | -$37.8K | 0.01% | 635 |
|
|
2014
Q3 | $412K | Sell |
47,310
-13,200
| -22% | -$115K | 0.01% | 654 |
|
|
2014
Q2 | $436K | Buy |
60,510
+20,100
| +50% | +$145K | 0.01% | 633 |
|
|
2014
Q1 | $260K | Buy |
+40,410
| New | +$260K | 0.01% | 773 |
|