Alera Investment Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.44M | Buy |
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2024
Q2 | $2.22M | Buy |
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|
2024
Q1 | $920K | Sell |
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|
2023
Q4 | $821K | Buy |
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|
2023
Q3 | $557K | Sell |
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|
2023
Q2 | $607K | Sell |
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|
2023
Q1 | $500K | Buy |
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|
2022
Q4 | $426K | Sell |
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|
2022
Q3 | $343K | Sell |
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|
2022
Q2 | $377K | Sell |
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|
2022
Q1 | $509K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $60K | Buy |
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|
2018
Q4 | $37K | Buy |
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