Waypoint Capital Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.41M | Buy |
8,189
+69
| +0.8% | +$11.9K | 0.3% | 59 |
|
|
2024
Q2 | $1.3M | Buy |
8,120
+430
| +6% | +$69K | 0.33% | 56 |
|
|
2024
Q1 | $1.02M | Buy |
7,690
+470
| +7% | +$62.3K | 0.27% | 64 |
|
|
2023
Q4 | $806K | Buy |
7,220
+970
| +16% | +$108K | 0.23% | 70 |
|
|
2023
Q3 | $519K | Buy |
6,250
+230
| +4% | +$19.1K | 0.17% | 75 |
|
|
2023
Q2 | $522K | Buy |
6,020
+80
| +1% | +$6.94K | 0.16% | 88 |
|
|
2023
Q1 | $381K | Sell |
5,940
-30
| -0.5% | -$1.93K | 0.12% | 99 |
|
|
2022
Q4 | $334K | Buy |
5,970
+950
| +19% | +$53.1K | 0.12% | 105 |
|
|
2022
Q3 | $224K | Sell |
5,020
-60
| -1% | -$2.68K | 0.1% | 106 |
|
|
2022
Q2 | $247K | Sell |
5,080
-880
| -15% | -$42.8K | 0.11% | 101 |
|
|
2022
Q1 | $375K | Buy |
5,960
+440
| +8% | +$27.7K | 0.22% | 81 |
|
|
2021
Q4 | $367K | Buy |
+5,520
| New | +$367K | 0.25% | 66 |
|