Wealthspire Advisors (Maryland)’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$1.6M Buy
2020
Q2
$1.03M Sell
2020
Q1
$897K Buy
2019
Q4
$1M Buy
2019
Q3
$752K Buy
2019
Q2
$710K Buy
2019
Q1
$723K Buy
2018
Q4
$519K Sell
2018
Q3
$1.18M Buy
2018
Q2
$1.15M Buy
2018
Q1
$1.04M Sell
2017
Q4
$1.13M Buy
2017
Q3
$794K Buy
2017
Q2
$648K Buy
2017
Q1
$490K Sell
2016
Q4
$566K Sell
2016
Q3
$598K Sell
2016
Q2
$622K Buy
2016
Q1
$344K Buy
2015
Q4
$240K Buy