EA
Ellsworth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Sell |
9,952
-77
| -0.8% | -$21.2K | 0.67% | 50 |
|
|
2025
Q1 | $1.68M | Buy |
10,029
+650
| +7% | +$109K | 0.44% | 75 |
|
|
2024
Q4 | $2.17M | Buy |
+9,379
| New | +$2.17M | 0.57% | 56 |
|
|
2024
Q1 | – | Sell |
-1,342
| Closed | -$1.5M | – | 173 |
|
|
2023
Q4 | $1.5M | Buy |
1,342
+23
| +2% | +$25.7K | 0.47% | 61 |
|
|
2023
Q3 | $1.14M | Buy |
1,319
+250
| +23% | +$217K | 0.41% | 64 |
|
|
2023
Q2 | $927K | Buy |
1,069
+18
| +2% | +$15.6K | 0.32% | 68 |
|
|
2023
Q1 | $674K | Buy |
1,051
+136
| +15% | +$87.2K | 0.24% | 71 |
|
|
2022
Q4 | $525K | Buy |
+915
| New | +$525K | 0.2% | 74 |
|