EI
Ellevest Inc’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
4,398
+783
| +22% | +$216K | 0.19% | 75 |
|
|
2025
Q1 | $605K | Buy |
3,615
+298
| +9% | +$49.9K | 0.04% | 163 |
|
|
2024
Q4 | $769K | Sell |
3,317
-728
| -18% | -$169K | 0.04% | 135 |
|
|
2024
Q3 | $698K | Buy |
4,045
+3,663
| +959% | +$632K | 0.04% | 157 |
|
|
2024
Q2 | $613K | Buy |
382
+89
| +30% | +$143K | 0.04% | 168 |
|
|
2024
Q1 | $388K | Buy |
293
+52
| +22% | +$68.9K | 0.02% | 264 |
|
|
2023
Q4 | $269K | Buy |
+241
| New | +$269K | 0.02% | 317 |
|
|
2023
Q2 | – | Sell |
-210
| Closed | -$135K | – | 471 |
|
|
2023
Q1 | $135K | Buy |
210
+6
| +3% | +$3.85K | 0.01% | 392 |
|
|
2022
Q4 | $114K | Sell |
204
-45
| -18% | -$25.2K | 0.01% | 411 |
|
|
2022
Q3 | $111K | Buy |
249
+33
| +15% | +$14.7K | 0.01% | 395 |
|
|
2022
Q2 | $105K | Sell |
216
-87
| -29% | -$42.3K | 0.01% | 396 |
|
|
2022
Q1 | $191K | Buy |
303
+102
| +51% | +$64.3K | 0.02% | 320 |
|
|
2021
Q4 | $134K | Sell |
201
-6
| -3% | -$4K | 0.01% | 351 |
|
|
2021
Q3 | $100K | Buy |
207
+44
| +27% | +$21.3K | 0.01% | 378 |
|
|
2021
Q2 | $78K | Hold |
163
| – | – | 0.01% | 406 |
|
|
2021
Q1 | $76K | Sell |
163
-4
| -2% | -$1.87K | 0.01% | 386 |
|
|
2020
Q4 | $73K | Buy |
167
+127
| +318% | +$55.5K | 0.01% | 378 |
|
|
2020
Q3 | $15K | Buy |
40
+8
| +25% | +$3K | ﹤0.01% | 571 |
|
|
2020
Q2 | $10K | Buy |
32
+18
| +129% | +$5.63K | ﹤0.01% | 608 |
|
|
2020
Q1 | $3K | Sell |
14
-21
| -60% | -$4.5K | ﹤0.01% | 695 |
|
|
2019
Q4 | $11K | Buy |
35
+23
| +192% | +$7.23K | ﹤0.01% | 514 |
|
|
2019
Q3 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 290 |
|