GA
Goldstein Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
5,032
-1,130
| -18% | -$311K | 0.19% | 49 |
|
|
2025
Q1 | $1.03M | Buy |
6,162
+2,461
| +66% | +$412K | 0.15% | 56 |
|
|
2024
Q4 | $858K | Buy |
3,701
+18
| +0.5% | +$4.17K | 0.12% | 62 |
|
|
2024
Q3 | $635K | Buy |
3,683
+3,419
| +1,295% | +$590K | 0.1% | 74 |
|
|
2024
Q2 | $424K | Buy |
264
+12
| +5% | +$19.3K | 0.07% | 93 |
|
|
2024
Q1 | $334K | Buy |
252
+1
| +0.4% | +$1.33K | 0.06% | 104 |
|
|
2023
Q4 | $280K | Buy |
+251
| New | +$280K | 0.05% | 145 |
|
|
2023
Q3 | – | Sell |
-356
| Closed | -$309K | – | 168 |
|
|
2023
Q2 | $309K | Sell |
356
-55
| -13% | -$47.7K | 0.06% | 99 |
|
|
2023
Q1 | $264K | Buy |
411
+1
| +0.2% | +$642 | 0.06% | 110 |
|
|
2022
Q4 | $229K | Buy |
+410
| New | +$229K | 0.06% | 119 |
|