Wealthspire Advisors (Maryland)’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.6M | Buy |
43,960
+11,240
| +34% | +$409K | 0.06% | 148 |
|
|
2020
Q2 | $1.03M | Sell |
32,720
-5,130
| -14% | -$162K | 0.07% | 155 |
|
|
2020
Q1 | $897K | Buy |
37,850
+6,100
| +19% | +$145K | 0.08% | 148 |
|
|
2019
Q4 | $1M | Buy |
31,750
+4,500
| +17% | +$142K | 0.07% | 169 |
|
|
2019
Q3 | $752K | Buy |
27,250
+2,580
| +10% | +$71.2K | 0.06% | 186 |
|
|
2019
Q2 | $710K | Buy |
24,670
+610
| +3% | +$17.6K | 0.05% | 192 |
|
|
2019
Q1 | $723K | Buy |
24,060
+3,660
| +18% | +$110K | 0.05% | 189 |
|
|
2018
Q4 | $519K | Sell |
20,400
-27,450
| -57% | -$698K | 0.05% | 215 |
|
|
2018
Q3 | $1.18M | Buy |
47,850
+580
| +1% | +$14.3K | 0.1% | 122 |
|
|
2018
Q2 | $1.15M | Buy |
47,270
+3,210
| +7% | +$77.9K | 0.1% | 117 |
|
|
2018
Q1 | $1.04M | Sell |
44,060
-90
| -0.2% | -$2.12K | 0.1% | 129 |
|
|
2017
Q4 | $1.13M | Buy |
44,150
+11,430
| +35% | +$294K | 0.11% | 122 |
|
|
2017
Q3 | $794K | Buy |
32,720
+4,910
| +18% | +$119K | 0.09% | 151 |
|
|
2017
Q2 | $648K | Buy |
27,810
+5,450
| +24% | +$127K | 0.08% | 179 |
|
|
2017
Q1 | $490K | Sell |
22,360
-9,680
| -30% | -$212K | 0.07% | 189 |
|
|
2016
Q4 | $566K | Sell |
32,040
-2,610
| -8% | -$46.1K | 0.08% | 155 |
|
|
2016
Q3 | $598K | Sell |
34,650
-5,380
| -13% | -$92.9K | 0.09% | 149 |
|
|
2016
Q2 | $622K | Buy |
40,030
+17,760
| +80% | +$276K | 0.1% | 137 |
|
|
2016
Q1 | $344K | Buy |
22,270
+5,750
| +35% | +$88.8K | 0.06% | 220 |
|
|
2015
Q4 | $240K | Buy |
+16,520
| New | +$240K | 0.04% | 311 |
|