AFS
Aft Forsyth & Sober’s Broadcom AVGO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-22,150
| Closed | -$3.71M | – | 63 |
|
2025
Q1 | $3.71M | Buy |
22,150
+150
| +0.7% | +$25.1K | 1.29% | 15 |
|
2024
Q4 | $5.1M | Hold |
22,000
| – | – | 1.65% | 13 |
|
2024
Q3 | $3.8M | Buy |
22,000
+19,800
| +900% | +$3.42M | 1.25% | 16 |
|
2024
Q2 | $3.53M | Hold |
2,200
| – | – | 1.21% | 14 |
|
2024
Q1 | $2.92M | Hold |
2,200
| – | – | 1.03% | 23 |
|
2023
Q4 | $2.46M | Buy |
+2,200
| New | +$2.46M | 0.95% | 23 |
|