GA
Geller Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.89M | Sell |
12,458
-5,724
| -31% | -$1.33M | 0.19% | 33 |
|
|
2024
Q3 | $3.14M | Buy |
18,182
+16,414
| +928% | +$2.83M | 0.22% | 32 |
|
|
2024
Q2 | $2.84M | Buy |
1,768
+165
| +10% | +$265K | 0.21% | 32 |
|
|
2024
Q1 | $2.12M | Buy |
1,603
+38
| +2% | +$50.4K | 0.17% | 38 |
|
|
2023
Q4 | $1.75M | Buy |
1,565
+90
| +6% | +$100K | 0.17% | 36 |
|
|
2023
Q3 | $1.23M | Sell |
1,475
-1,305
| -47% | -$1.08M | 0.14% | 42 |
|
|
2023
Q2 | $2.41M | Buy |
2,780
+1,282
| +86% | +$1.11M | 0.3% | 24 |
|
|
2023
Q1 | $961K | Sell |
1,498
-264
| -15% | -$169K | 0.14% | 33 |
|
|
2022
Q4 | $985K | Buy |
1,762
+10
| +0.6% | +$5.59K | 0.17% | 29 |
|
|
2022
Q3 | $778K | Buy |
1,752
+15
| +0.9% | +$6.66K | 0.17% | 27 |
|
|
2022
Q2 | $844K | Sell |
1,737
-10
| -0.6% | -$4.86K | 0.18% | 30 |
|
|
2022
Q1 | $1.1M | Sell |
1,747
-25
| -1% | -$15.7K | 0.2% | 27 |
|
|
2021
Q4 | $1.18M | Buy |
1,772
+8
| +0.5% | +$5.32K | 0.23% | 26 |
|
|
2021
Q3 | $855K | Buy |
1,764
+537
| +44% | +$260K | 0.19% | 29 |
|
|
2021
Q2 | $585K | Sell |
1,227
-2
| -0.2% | -$954 | 0.13% | 44 |
|
|
2021
Q1 | $570K | Buy |
1,229
+821
| +201% | +$381K | 0.13% | 41 |
|
|
2020
Q4 | $503K | Buy |
+408
| New | +$503K | 0.13% | 43 |
|