FSA
Fort Sheridan Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Buy |
8,430
+188
| +2% | +$51.8K | 0.33% | 57 |
|
|
2025
Q1 | $1.38M | Buy |
8,242
+684
| +9% | +$115K | 0.21% | 77 |
|
|
2024
Q4 | $1.75M | Buy |
7,558
+828
| +12% | +$192K | 0.26% | 70 |
|
|
2024
Q3 | $1.16M | Buy |
6,730
+6,086
| +945% | +$1.05M | 0.18% | 86 |
|
|
2024
Q2 | $1.03M | Buy |
644
+119
| +23% | +$191K | 0.17% | 88 |
|
|
2024
Q1 | $696K | Buy |
525
+35
| +7% | +$46.4K | 0.13% | 107 |
|
|
2023
Q4 | $547K | Buy |
490
+74
| +18% | +$82.6K | 0.11% | 118 |
|
|
2023
Q3 | $346K | Buy |
416
+146
| +54% | +$121K | 0.08% | 141 |
|
|
2023
Q2 | $234K | Buy |
+270
| New | +$234K | 0.05% | 169 |
|
|
2022
Q4 | – | Sell |
-511
| Closed | -$227K | – | 183 |
|
|
2022
Q3 | $227K | Hold |
511
| – | – | 0.08% | 162 |
|
|
2022
Q2 | $248K | Sell |
511
-45
| -8% | -$21.8K | 0.08% | 156 |
|
|
2022
Q1 | $350K | Buy |
556
+25
| +5% | +$15.7K | 0.1% | 128 |
|
|
2021
Q4 | $353K | Sell |
531
-85
| -14% | -$56.5K | 0.1% | 134 |
|
|
2021
Q3 | $299K | Sell |
616
-19
| -3% | -$9.22K | 0.1% | 143 |
|
|
2021
Q2 | $303K | Buy |
635
+19
| +3% | +$9.07K | 0.1% | 134 |
|
|
2021
Q1 | $286K | Buy |
616
+138
| +29% | +$64.1K | 0.11% | 118 |
|
|
2020
Q4 | $209K | Buy |
+478
| New | +$209K | 0.1% | 111 |
|