Wunderlich Capital Managemnt’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $6.1M | Sell |
37,980
-620
| -2% | -$99.5K | 2.72% | 6 |
|
|
2024
Q1 | $5.12M | Sell |
38,600
-10,380
| -21% | -$1.38M | 2.31% | 8 |
|
|
2023
Q4 | $5.47M | Sell |
48,980
-1,960
| -4% | -$219K | 2.46% | 8 |
|
|
2023
Q3 | $4.23M | Sell |
50,940
-1,550
| -3% | -$129K | 2.09% | 13 |
|
|
2023
Q2 | $4.55M | Sell |
52,490
-710
| -1% | -$61.6K | 2.24% | 11 |
|
|
2023
Q1 | $3.41M | Sell |
53,200
-810
| -1% | -$52K | 1.78% | 17 |
|
|
2022
Q4 | $3.02M | Sell |
54,010
-330
| -0.6% | -$18.5K | 1.68% | 24 |
|
|
2022
Q3 | $2.41M | Buy |
54,340
+900
| +2% | +$40K | 1.54% | 25 |
|
|
2022
Q2 | $2.6M | Sell |
53,440
-40
| -0.1% | -$1.94K | 1.51% | 23 |
|
|
2022
Q1 | $3.37M | Sell |
53,480
-350
| -0.7% | -$22K | 1.59% | 20 |
|
|
2021
Q4 | $3.58M | Buy |
53,830
+360
| +0.7% | +$24K | 1.6% | 18 |
|
|
2021
Q3 | $2.59M | Buy |
53,470
+960
| +2% | +$46.6K | 1.25% | 37 |
|
|
2021
Q2 | $2.5M | Buy |
52,510
+840
| +2% | +$40.1K | 1.27% | 37 |
|
|
2021
Q1 | $2.4M | Sell |
51,670
-880
| -2% | -$40.8K | 1.31% | 37 |
|
|
2020
Q4 | $2.3M | Sell |
52,550
-70
| -0.1% | -$3.07K | 1.27% | 33 |
|
|
2020
Q3 | $1.92M | Buy |
52,620
+220
| +0.4% | +$8.02K | 1.19% | 35 |
|
|
2020
Q2 | $1.65M | Buy |
52,400
+490
| +0.9% | +$15.5K | 1.16% | 35 |
|
|
2020
Q1 | $1.23M | Sell |
51,910
-1,460
| -3% | -$34.6K | 1.01% | 47 |
|
|
2019
Q4 | $1.69M | Sell |
53,370
-130
| -0.2% | -$4.11K | 1.06% | 53 |
|
|
2019
Q3 | $1.48M | Buy |
53,500
+440
| +0.8% | +$12.1K | 1.02% | 57 |
|
|
2019
Q2 | $1.53M | Buy |
53,060
+1,850
| +4% | +$53.2K | 1.01% | 52 |
|
|
2019
Q1 | $1.54M | Buy |
51,210
+1,210
| +2% | +$36.4K | 1.07% | 50 |
|
|
2018
Q4 | $1.27M | Buy |
+50,000
| New | +$1.27M | 0.98% | 55 |
|
|
2018
Q2 | – | Sell |
-37,210
| Closed | -$877K | – | 89 |
|
|
2018
Q1 | $877K | Buy |
37,210
+780
| +2% | +$18.4K | 0.6% | 77 |
|
|
2017
Q4 | $936K | Buy |
+36,430
| New | +$936K | 0.65% | 73 |
|