GFWA
Grey Fox Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Buy |
1,489
+1
| +0.1% | +$276 | 0.1% | 90 |
|
|
2025
Q1 | $249K | Buy |
1,488
+524
| +54% | +$87.7K | 0.07% | 112 |
|
|
2024
Q4 | $224K | Buy |
+964
| New | +$224K | 0.06% | 119 |
|
|
2023
Q2 | – | Sell |
-79
| Closed | -$50.9K | – | 131 |
|
|
2023
Q1 | $50.9K | Buy |
79
+10
| +14% | +$6.44K | 0.03% | 182 |
|
|
2022
Q4 | $38.6K | Buy |
+69
| New | +$38.6K | 0.03% | 179 |
|