EFG
Ethos Financial Group’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Buy |
9,617
+3,875
| +67% | +$1.07M | 0.23% | 100 |
|
|
2025
Q1 | $1.33M | Buy |
5,742
+30
| +0.5% | +$6.95K | 0.13% | 140 |
|
|
2024
Q4 | $1.32M | Buy |
5,712
+1,885
| +49% | +$437K | 0.17% | 92 |
|
|
2024
Q3 | $660K | Buy |
3,827
+3,437
| +881% | +$593K | 0.11% | 108 |
|
|
2024
Q2 | $626K | Sell |
390
-117
| -23% | -$188K | 0.11% | 110 |
|
|
2024
Q1 | $672K | Sell |
507
-50
| -9% | -$66.3K | 0.13% | 110 |
|
|
2023
Q4 | $622K | Sell |
557
-49
| -8% | -$54.7K | 0.13% | 115 |
|
|
2023
Q3 | $503K | Buy |
606
+15
| +3% | +$12.5K | 0.13% | 95 |
|
|
2023
Q2 | $379K | Hold |
591
| – | – | 0.13% | 88 |
|
|
2023
Q1 | $379K | Sell |
591
-447
| -43% | -$287K | 0.12% | 104 |
|
|
2022
Q4 | $581K | Buy |
+1,038
| New | +$581K | 0.2% | 67 |
|