LA
Legacy Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19,871
| Closed | -$3.33M | – | 49 |
|
|
2025
Q1 | $3.33M | Sell |
19,871
-55
| -0.3% | -$9.21K | 0.34% | 61 |
|
|
2024
Q4 | $4.62M | Buy |
19,926
+356
| +2% | +$82.5K | 0.45% | 41 |
|
|
2024
Q3 | $3.38M | Buy |
19,570
+17,480
| +836% | +$3.02M | 0.37% | 51 |
|
|
2024
Q2 | $3.35M | Buy |
2,090
+573
| +38% | +$920K | 0.41% | 44 |
|
|
2024
Q1 | $2.02M | Buy |
1,517
+650
| +75% | +$864K | 0.25% | 73 |
|
|
2023
Q4 | $968K | Buy |
867
+379
| +78% | +$423K | 0.12% | 128 |
|
|
2023
Q3 | $405K | Buy |
488
+93
| +24% | +$77.2K | 0.07% | 200 |
|
|
2023
Q2 | $343K | Buy |
395
+36
| +10% | +$31.2K | 0.05% | 207 |
|
|
2023
Q1 | $230K | Buy |
+359
| New | +$230K | 0.04% | 219 |
|
|
2018
Q4 | – | Sell |
-150
| Closed | -$37K | – | 136 |
|
|
2018
Q3 | $37K | Buy |
+150
| New | +$37K | 0.02% | 256 |
|
|
2017
Q4 | – | Sell |
-79
| Closed | -$19K | – | 349 |
|
|
2017
Q3 | $19K | Buy |
+79
| New | +$19K | 0.02% | 163 |
|