Allegheny Financial Group’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.36M Sell
2025
Q2
$2.83M Buy
2025
Q1
$1.69M Buy
2024
Q4
$2.32M Buy
2024
Q3
$1.72M Buy
2024
Q2
$1.58M Buy
2024
Q1
$649K Sell
2023
Q4
$731K Buy
2023
Q3
$403K Buy
2023
Q2
$405K Hold
2023
Q1
$299K Hold
2022
Q4
$261K Buy
2022
Q3
$207K Hold
2022
Q2
$227K Hold
2022
Q1
$294K Hold
2021
Q4
$310K Hold
2021
Q3
$226K Buy
2021
Q2
$217K Hold
2021
Q1
$211K Buy