WSTAM
Wilbanks Smith & Thomas Asset Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.44M | Sell |
3,347
-191
| -5% | -$253K | 0.12% | 115 |
|
|
2023
Q4 | $3.95M | Buy |
3,538
+95
| +3% | +$106K | 0.12% | 119 |
|
|
2023
Q3 | $2.86M | Buy |
3,443
+103
| +3% | +$85.6K | 0.1% | 130 |
|
|
2023
Q2 | $2.9M | Buy |
3,340
+305
| +10% | +$265K | 0.1% | 134 |
|
|
2023
Q1 | $1.95M | Sell |
3,035
-135
| -4% | -$86.6K | 0.07% | 162 |
|
|
2022
Q4 | $1.77M | Sell |
3,170
-731
| -19% | -$409K | 0.07% | 174 |
|
|
2022
Q3 | $1.73M | Sell |
3,901
-268
| -6% | -$119K | 0.07% | 159 |
|
|
2022
Q2 | $2.03M | Buy |
4,169
+131
| +3% | +$63.7K | 0.09% | 153 |
|
|
2022
Q1 | $2.35M | Sell |
4,038
-21,026
| -84% | -$12.2M | 0.09% | 146 |
|
|
2021
Q4 | $16.7M | Buy |
25,064
+1,261
| +5% | +$839K | 0.58% | 34 |
|
|
2021
Q3 | $11.5M | Buy |
23,803
+1,001
| +4% | +$485K | 0.45% | 54 |
|
|
2021
Q2 | $10.9M | Buy |
22,802
+1,778
| +8% | +$848K | 0.43% | 59 |
|
|
2021
Q1 | $9.75M | Buy |
21,024
+1,241
| +6% | +$575K | 0.42% | 57 |
|
|
2020
Q4 | $8.66M | Buy |
19,783
+9,146
| +86% | +$4M | 0.41% | 60 |
|
|
2020
Q3 | $3.88M | Buy |
10,637
+7,612
| +252% | +$2.77M | 0.21% | 94 |
|
|
2020
Q2 | $955K | Buy |
3,025
+145
| +5% | +$45.8K | 0.06% | 167 |
|
|
2020
Q1 | $683K | Buy |
2,880
+677
| +31% | +$161K | 0.05% | 190 |
|
|
2019
Q4 | $696K | Buy |
2,203
+822
| +60% | +$260K | 0.04% | 204 |
|
|
2019
Q3 | $381K | Buy |
1,381
+617
| +81% | +$170K | 0.02% | 270 |
|
|
2019
Q2 | $220K | Sell |
764
-35
| -4% | -$10.1K | 0.01% | 384 |
|
|
2019
Q1 | $240K | Sell |
799
-222
| -22% | -$66.7K | 0.02% | 350 |
|
|
2018
Q4 | $260K | Buy |
1,021
+278
| +37% | +$70.8K | 0.02% | 288 |
|
|
2018
Q3 | $183K | Buy |
+743
| New | +$183K | 0.01% | 412 |
|