Wintrust Investments’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.36M | Sell |
5,856
-514
| -8% | -$119K | 1.19% | 19 |
|
|
2024
Q3 | $1.1M | Sell |
6,370
-58,660
| -90% | -$10.1M | 0.81% | 22 |
|
|
2024
Q2 | $10.4M | Buy |
65,030
+360
| +0.6% | +$57.8K | 0.85% | 21 |
|
|
2024
Q1 | $8.57M | Buy |
64,670
+1,540
| +2% | +$204K | 0.76% | 26 |
|
|
2023
Q4 | $7.05M | Buy |
63,130
+10,250
| +19% | +$1.14M | 0.68% | 26 |
|
|
2023
Q3 | $4.39M | Buy |
52,880
+14,390
| +37% | +$1.2M | 0.46% | 41 |
|
|
2023
Q2 | $3.34M | Buy |
38,490
+21,120
| +122% | +$1.83M | 0.33% | 64 |
|
|
2023
Q1 | $1.12M | Buy |
+17,370
| New | +$1.12M | 0.14% | 125 |
|
|
2021
Q4 | – | Sell |
-15,240
| Closed | -$739K | – | 422 |
|
|
2021
Q3 | $739K | Buy |
15,240
+2,100
| +16% | +$102K | 0.1% | 148 |
|
|
2021
Q2 | $627K | Buy |
13,140
+1,610
| +14% | +$76.8K | 0.06% | 231 |
|
|
2021
Q1 | $535K | Buy |
+11,530
| New | +$535K | 0.06% | 251 |
|
|
2020
Q4 | – | Sell |
-11,360
| Closed | -$414K | – | 191 |
|
|
2020
Q3 | $414K | Buy |
11,360
+450
| +4% | +$16.4K | 0.06% | 223 |
|
|
2020
Q2 | $344K | Buy |
+10,910
| New | +$344K | 0.05% | 251 |
|