WEC
Winslow Evans & Crocker’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $10.6M | Buy |
25,213
+2,767
| +12% | +$1.16M | 2.01% | 6 |
|
|
2020
Q3 | $8.18M | Sell |
22,446
-618
| -3% | -$225K | 2.02% | 6 |
|
|
2020
Q2 | $7.28M | Sell |
23,064
-350
| -1% | -$110K | 1.94% | 6 |
|
|
2020
Q1 | $5.55M | Sell |
23,414
-552
| -2% | -$131K | 1.83% | 6 |
|
|
2019
Q4 | $7.58M | Sell |
23,966
-292
| -1% | -$92.3K | 1.93% | 5 |
|
|
2019
Q3 | $6.7M | Buy |
24,258
+92
| +0.4% | +$25.4K | 1.87% | 5 |
|
|
2019
Q2 | $6.96M | Sell |
24,166
-140
| -0.6% | -$40.3K | 1.94% | 6 |
|
|
2019
Q1 | $7.31M | Sell |
24,306
-550
| -2% | -$165K | 2.08% | 6 |
|
|
2018
Q4 | $6.32M | Sell |
24,856
-1,250
| -5% | -$318K | 2.12% | 6 |
|
|
2018
Q3 | $6.44M | Sell |
26,106
-1,364
| -5% | -$337K | 1.96% | 7 |
|
|
2018
Q2 | $6.67M | Sell |
27,470
-3,476
| -11% | -$844K | 2.09% | 6 |
|
|
2018
Q1 | $7.29M | Sell |
30,946
-390
| -1% | -$91.9K | 2.36% | 4 |
|
|
2017
Q4 | $8.05M | Sell |
31,336
-754
| -2% | -$194K | 2.59% | 3 |
|
|
2017
Q3 | $7.78M | Sell |
32,090
-4,094
| -11% | -$993K | 2.58% | 4 |
|
|
2017
Q2 | $8.43M | Sell |
36,184
-450
| -1% | -$105K | 2.31% | 2 |
|
|
2017
Q1 | $8.02M | Sell |
36,634
-5,734
| -14% | -$1.26M | 2.52% | 2 |
|
|
2016
Q4 | $7.49M | Sell |
42,368
-2,876
| -6% | -$508K | 2.3% | 4 |
|
|
2016
Q3 | $7.81M | Sell |
45,244
-1,326
| -3% | -$229K | 2.23% | 5 |
|
|
2016
Q2 | $7.24M | Sell |
46,570
-1,432
| -3% | -$223K | 2.16% | 3 |
|
|
2016
Q1 | $7.42M | Sell |
48,002
-7,060
| -13% | -$1.09M | 2.23% | 4 |
|
|
2015
Q4 | $7.99M | Sell |
55,062
-2,686
| -5% | -$390K | 2.29% | 3 |
|
|
2015
Q3 | $7.22M | Buy |
57,748
+2,584
| +5% | +$323K | 2.27% | 3 |
|
|
2015
Q2 | $7.33M | Buy |
55,164
+2,742
| +5% | +$364K | 2.07% | 5 |
|
|
2015
Q1 | $6.66M | Sell |
52,422
-3,560
| -6% | -$452K | 1.88% | 5 |
|
|
2014
Q4 | $5.63M | Buy |
55,982
+1,216
| +2% | +$122K | 1.61% | 8 |
|
|
2014
Q3 | $4.76M | Buy |
54,766
+6,816
| +14% | +$593K | 1.37% | 12 |
|
|
2014
Q2 | $3.46M | Sell |
47,950
-2,484
| -5% | -$179K | 1.14% | 12 |
|
|
2014
Q1 | $3.25M | Buy |
50,434
+1,252
| +3% | +$80.6K | 1.12% | 11 |
|
|
2013
Q4 | $2.6M | Buy |
+49,182
| New | +$2.6M | 0.89% | 22 |
|