FCA
Fortis Capital Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Sell |
7,553
-1,289
| -15% | -$355K | 0.37% | 41 |
|
|
2025
Q1 | $1.48M | Buy |
8,842
+4,982
| +129% | +$834K | 0.3% | 50 |
|
|
2024
Q4 | $628K | Sell |
3,860
-4,640
| -55% | -$755K | 0.21% | 93 |
|
|
2024
Q3 | $1.47M | Buy |
8,500
+8,227
| +3,014% | +$1.42M | 0.49% | 38 |
|
|
2024
Q2 | $438K | Buy |
273
+3
| +1% | +$4.82K | 0.16% | 112 |
|
|
2024
Q1 | $358K | Buy |
+270
| New | +$358K | 0.15% | 123 |
|
|
2023
Q2 | – | Sell |
-94
| Closed | -$60.3K | – | 146 |
|
|
2023
Q1 | $60.3K | Sell |
94
-100
| -52% | -$64.2K | 0.03% | 259 |
|
|
2022
Q4 | $108K | Buy |
+194
| New | +$108K | 0.06% | 204 |
|