Goldstein Advisors’s Broadcom AVGO Stock Holding History

Goldstein Advisors’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.9M	Buy	6,141 +539	+10%	+$177K	0.21%	50
2025 Q4	$1.94M	Buy	5,602 +159	+3%	+$56.9K	0.22%	48
2025 Q3	$1.8M	Buy	5,443 +411	+8%	+$126K	0.22%	49
2025 Q2	$1.39M	Sell	5,032 -1,130	-18%	-$245K	0.19%	49
2025 Q1	$1.03M	Buy	6,162 +2,461	+66%	+$521K	0.15%	56
2024 Q4	$858K	Buy	3,701 +18	+0.5%	+$3.33K	0.12%	62
2024 Q3	$635K	Buy	3,683 +1,043	+40%	+$167K	0.1%	74
2024 Q2	$424K	Buy	2,640 +120	+5%	+$16.8K	0.07%	93
2024 Q1	$334K	Buy	2,520 +10	+0.4%	+$1.24K	0.06%	104
2023 Q4	$280K	Buy	+2,510	New	+$238K	0.05%	145
2023 Q3	–	Sell	-3,560	Closed	-$309K	–	168
2023 Q2	$309K	Sell	3,560 -550	-13%	-$39.2K	0.06%	99
2023 Q1	$264K	Buy	4,110 +10	+0.2%	+$602	0.06%	110
2022 Q4	$229K	Buy	+4,100	New	+$206K	0.06%	119

Other funds holding AVGO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return