AG
Advocate Group’s Broadcom AVGO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.47M | Sell |
23,471
-937
| -4% | -$258K | 1.16% | 41 |
|
2025
Q1 | $4.09M | Sell |
24,408
-521
| -2% | -$87.2K | 0.75% | 56 |
|
2024
Q4 | $5.78M | Sell |
24,929
-1,546
| -6% | -$358K | 1.09% | 41 |
|
2024
Q3 | $4.57M | Buy |
26,475
+23,712
| +858% | +$4.09M | 0.83% | 54 |
|
2024
Q2 | $4.44M | Sell |
2,763
-245
| -8% | -$393K | 0.89% | 50 |
|
2024
Q1 | $3.99M | Sell |
3,008
-501
| -14% | -$664K | 0.79% | 54 |
|
2023
Q4 | $3.92M | Sell |
3,509
-451
| -11% | -$503K | 0.84% | 54 |
|
2023
Q3 | $3.29M | Sell |
3,960
-5,753
| -59% | -$4.78M | 0.76% | 55 |
|
2023
Q2 | $8.43M | Sell |
9,713
-40
| -0.4% | -$34.7K | 1.85% | 14 |
|
2023
Q1 | $6.26M | Buy |
9,753
+305
| +3% | +$196K | 1.37% | 30 |
|
2022
Q4 | $5.28M | Buy |
9,448
+391
| +4% | +$219K | 1.14% | 37 |
|
2022
Q3 | $4.02M | Buy |
9,057
+321
| +4% | +$143K | 0.99% | 43 |
|
2022
Q2 | $4.24M | Buy |
+8,736
| New | +$4.24M | 0.99% | 42 |
|