AA
Alta Advisers’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.67M | Hold |
24,199
| – | – | 2.37% | 8 |
|
|
2025
Q1 | $4.05M | Buy |
24,199
+8,600
| +55% | +$1.44M | 1.73% | 11 |
|
|
2024
Q4 | $3.62M | Buy |
15,599
+2,589
| +20% | +$600K | 2.28% | 11 |
|
|
2024
Q3 | $2.24M | Buy |
13,010
+11,789
| +966% | +$2.03M | 1.03% | 12 |
|
|
2024
Q2 | $1.96M | Buy |
1,221
+30
| +3% | +$48.2K | 0.94% | 13 |
|
|
2024
Q1 | $1.58M | Hold |
1,191
| – | – | 0.78% | 13 |
|
|
2023
Q4 | $1.33M | Buy |
1,191
+91
| +8% | +$102K | 0.71% | 15 |
|
|
2023
Q3 | $914K | Hold |
1,100
| – | – | 0.53% | 19 |
|
|
2023
Q2 | $954K | Hold |
1,100
| – | – | 0.54% | 19 |
|
|
2023
Q1 | $706K | Hold |
1,100
| – | – | 0.42% | 24 |
|
|
2022
Q4 | $615K | Hold |
1,100
| – | – | 0.37% | 29 |
|
|
2022
Q3 | $488K | Buy |
+1,100
| New | +$488K | 0.31% | 32 |
|