BFG
Beacon Financial Group’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Buy |
10,789
+1,044
| +11% | +$288K | 0.31% | 83 |
|
|
2025
Q1 | $1.63M | Buy |
9,745
+445
| +5% | +$74.5K | 0.18% | 125 |
|
|
2024
Q4 | $2.16M | Sell |
9,300
-319
| -3% | -$74K | 0.23% | 99 |
|
|
2024
Q3 | $1.66M | Buy |
9,619
+8,698
| +944% | +$1.5M | 0.18% | 130 |
|
|
2024
Q2 | $1.48M | Buy |
921
+295
| +47% | +$473K | 0.17% | 130 |
|
|
2024
Q1 | $830K | Sell |
626
-57
| -8% | -$75.6K | 0.1% | 171 |
|
|
2023
Q4 | $762K | Buy |
683
+216
| +46% | +$241K | 0.09% | 171 |
|
|
2023
Q3 | $431K | Buy |
+467
| New | +$431K | 0.06% | 183 |
|