LGA
Lebenthal Global Advisors’s Broadcom AVGO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.32M | Buy |
4,794
+2,369
| +98% | +$653K | 0.25% | 65 |
|
2025
Q1 | $406K | Sell |
2,425
-466
| -16% | -$78K | 0.08% | 150 |
|
2024
Q4 | $670K | Buy |
2,891
+175
| +6% | +$40.6K | 0.12% | 114 |
|
2024
Q3 | $469K | Buy |
2,716
+2,586
| +1,989% | +$446K | 0.1% | 129 |
|
2024
Q2 | $209K | Buy |
+130
| New | +$209K | 0.05% | 174 |
|
2022
Q1 | – | Sell |
-1,444
| Closed | -$961K | – | 149 |
|
2021
Q4 | $961K | Sell |
1,444
-877
| -38% | -$584K | 0.39% | 31 |
|
2021
Q3 | $1.13M | Buy |
2,321
+645
| +38% | +$313K | 0.71% | 20 |
|
2021
Q2 | $799K | Buy |
1,676
+197
| +13% | +$93.9K | 0.43% | 34 |
|
2021
Q1 | $686K | Buy |
1,479
+450
| +44% | +$209K | 0.42% | 27 |
|
2020
Q4 | $450K | Buy |
+1,029
| New | +$450K | 0.32% | 37 |
|