HHGA
Halbert Hargrove Global Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.3K | Sell |
310
-67
| -18% | -$18.4K | ﹤0.01% | 108 |
|
|
2025
Q1 | $63K | Buy |
377
+69
| +22% | +$11.5K | ﹤0.01% | 129 |
|
|
2024
Q4 | $71.3K | Buy |
+308
| New | +$71.3K | ﹤0.01% | 113 |
|
|
2023
Q2 | – | Sell |
-874
| Closed | -$560K | – | 96 |
|
|
2023
Q1 | $560K | Buy |
874
+61
| +8% | +$39.1K | 0.04% | 70 |
|
|
2022
Q4 | $455K | Buy |
813
+130
| +19% | +$72.7K | 0.03% | 79 |
|
|
2022
Q3 | $304K | Sell |
683
-42
| -6% | -$18.7K | 0.02% | 99 |
|
|
2022
Q2 | $352K | Buy |
725
+50
| +7% | +$24.3K | 0.03% | 84 |
|
|
2022
Q1 | $425K | Sell |
675
-8
| -1% | -$5.04K | 0.03% | 83 |
|
|
2021
Q4 | $454K | Sell |
683
-10
| -1% | -$6.65K | 0.03% | 74 |
|
|
2021
Q3 | $336K | Buy |
693
+25
| +4% | +$12.1K | 0.02% | 90 |
|
|
2021
Q2 | $318K | Buy |
668
+52
| +8% | +$24.8K | 0.02% | 99 |
|
|
2021
Q1 | $286K | Buy |
616
+18
| +3% | +$8.36K | 0.02% | 92 |
|
|
2020
Q4 | $262K | Sell |
598
-6
| -1% | -$2.63K | 0.02% | 87 |
|
|
2020
Q3 | $220K | Buy |
+604
| New | +$220K | 0.02% | 90 |
|
|
2020
Q1 | – | Sell |
-639
| Closed | -$202K | – | 76 |
|
|
2019
Q4 | $202K | Buy |
+639
| New | +$202K | 0.05% | 77 |
|