SEC 13F Intelligence

Altavista Wealth Management, Inc. / AVGO

Altavista Wealth Management, Inc.’s Broadcom Inc Position

Does Altavista Wealth Management, Inc. own Broadcom Inc (AVGO)? Yes — 9.7K shares worth $6M (+1.31% of its 13F portfolio) as of Q4 2021, up from 9.2K shares the prior filed quarter.

Position Value
$6M
Q4 2021
Shares
9.7K
% of Portfolio
+1.31%
Quarters Held
11
currently held

Position History AVGO

Reported value by quarter
Q2 ’19: $386,000Q2 ’19Q3 ’19: $396,000Q4 ’19: $419,000Q4 ’19Q1 ’20: $618,000Q2 ’20: $2MQ2 ’20Q3 ’20: $3MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ2 ’21Q3 ’21: $4MQ4 ’21: $6MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20219.7K$6M+1.31%
Q3 20219.2K$4M+0.99%
Q2 20219.2K$4M+0.96%
Q1 20218.4K$4M+0.95%
Q4 20208.3K$4M+0.92%
Q3 20207.8K$3M+0.78%
Q2 20207.0K$2M+0.64%
Q1 20202.6K$618,000+0.21%
Q4 20191.3K$419,000+0.12%
Q3 20191.4K$396,000+0.12%
Q2 20191.3K$386,000+0.12%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Altavista Wealth Management, Inc.’s full portfolio or all institutional holders of AVGO.