Kades & Cheifetz’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.54M Buy
6,623
+51
+0.8% +$11.8K 0.79% 38
2024
Q3
$1.13M Buy
6,572
+22
+0.3% +$3.8K 0.65% 36
2024
Q2
$1.05M Buy
6,550
+80
+1% +$12.9K 0.66% 35
2024
Q1
$857K Buy
6,470
+30
+0.5% +$3.97K 0.55% 44
2023
Q4
$718K Buy
6,440
+40
+0.6% +$4.46K 0.51% 45
2023
Q3
$532K Buy
6,400
+110
+2% +$9.14K 0.42% 48
2023
Q2
$546K Hold
6,290
0.42% 48
2023
Q1
$404K Hold
6,290
0.32% 57
2022
Q4
$352K Buy
+6,290
New +$352K 0.29% 60