EFG
Embree Financial Group’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $603K | Buy |
2,189
+230
| +12% | +$63.4K | 0.09% | 129 |
|
|
2025
Q1 | $328K | Buy |
1,959
+235
| +14% | +$39.3K | 0.05% | 154 |
|
|
2024
Q4 | $400K | Sell |
1,724
-8
| -0.5% | -$1.86K | 0.07% | 133 |
|
|
2024
Q3 | $299K | Buy |
1,732
+1,571
| +976% | +$271K | 0.05% | 152 |
|
|
2024
Q2 | $259K | Sell |
161
-18
| -10% | -$28.9K | 0.05% | 159 |
|
|
2024
Q1 | $238K | Sell |
179
-6
| -3% | -$7.97K | 0.05% | 172 |
|
|
2023
Q4 | $206K | Buy |
+185
| New | +$206K | 0.04% | 170 |
|