L.J. Altfest & Co’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.8M | Buy |
24,667
+9,217
| +60% | +$2.54M | 0.8% | 26 |
|
|
2025
Q1 | $2.59M | Buy |
15,450
+4,272
| +38% | +$715K | 0.32% | 57 |
|
|
2024
Q4 | $2.59M | Buy |
11,178
+5,404
| +94% | +$1.25M | 0.33% | 60 |
|
|
2024
Q3 | $996K | Buy |
5,774
+4,524
| +362% | +$780K | 0.13% | 132 |
|
|
2024
Q2 | $201K | Buy |
+1,250
| New | +$201K | 0.03% | 304 |
|
|
2020
Q2 | – | Sell |
-8,930
| Closed | -$212K | – | 219 |
|
|
2020
Q1 | $212K | Buy |
+8,930
| New | +$212K | 0.07% | 176 |
|