EPA
Element Pointe Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Hold |
6,715
| – | – | 0.45% | 23 |
|
|
2025
Q1 | $1.12M | Buy |
6,715
+725
| +12% | +$121K | 0.27% | 29 |
|
|
2024
Q4 | $1.39M | Buy |
5,990
+570
| +11% | +$132K | 0.33% | 27 |
|
|
2024
Q3 | $935K | Buy |
5,420
+4,854
| +858% | +$837K | 0.23% | 33 |
|
|
2024
Q2 | $909K | Buy |
566
+300
| +113% | +$482K | 0.23% | 31 |
|
|
2024
Q1 | $353K | Sell |
266
-109
| -29% | -$144K | 0.09% | 52 |
|
|
2023
Q4 | $419K | Buy |
375
+77
| +26% | +$86K | 0.1% | 52 |
|
|
2023
Q3 | $248K | Buy |
298
+32
| +12% | +$26.6K | 0.06% | 59 |
|
|
2023
Q2 | $231K | Buy |
+266
| New | +$231K | 0.06% | 63 |
|