LFA
Legacy Financial Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.59M | Buy |
16,642
+1,749
| +12% | +$482K | 0.72% | 26 |
|
|
2025
Q1 | $2.49M | Sell |
14,893
-678
| -4% | -$114K | 0.42% | 41 |
|
|
2024
Q4 | $3.61M | Buy |
15,571
+465
| +3% | +$108K | 0.6% | 29 |
|
|
2024
Q3 | $2.61M | Buy |
15,106
+13,599
| +902% | +$2.35M | 0.44% | 43 |
|
|
2024
Q2 | $2.42M | Buy |
1,507
+37
| +3% | +$59.4K | 0.43% | 40 |
|
|
2024
Q1 | $1.95M | Buy |
1,470
+102
| +7% | +$135K | 0.35% | 48 |
|
|
2023
Q4 | $1.53M | Sell |
1,368
-101
| -7% | -$113K | 0.29% | 56 |
|
|
2023
Q3 | $1.22M | Buy |
1,469
+90
| +7% | +$74.8K | 0.24% | 57 |
|
|
2023
Q2 | $1.2M | Sell |
1,379
-17
| -1% | -$14.7K | 0.22% | 55 |
|
|
2023
Q1 | $896K | Buy |
1,396
+91
| +7% | +$58.4K | 0.18% | 67 |
|
|
2022
Q4 | $730K | Buy |
1,305
+249
| +24% | +$139K | 0.16% | 73 |
|
|
2022
Q3 | $469K | Buy |
1,056
+237
| +29% | +$105K | 0.11% | 102 |
|
|
2022
Q2 | $398K | Buy |
819
+45
| +6% | +$21.9K | 0.1% | 112 |
|
|
2022
Q1 | $487K | Buy |
774
+47
| +6% | +$29.6K | 0.11% | 100 |
|
|
2021
Q4 | $484K | Buy |
727
+45
| +7% | +$30K | 0.11% | 92 |
|
|
2021
Q3 | $331K | Buy |
682
+121
| +22% | +$58.7K | 0.08% | 113 |
|
|
2021
Q2 | $268K | Buy |
561
+31
| +6% | +$14.8K | 0.07% | 134 |
|
|
2021
Q1 | $246K | Sell |
530
-109
| -17% | -$50.6K | 0.07% | 133 |
|
|
2020
Q4 | $280K | Buy |
639
+45
| +8% | +$19.7K | 0.08% | 102 |
|
|
2020
Q3 | $216K | Buy |
+594
| New | +$216K | 0.07% | 117 |
|
|
2020
Q1 | – | Sell |
-1,061
| Closed | -$335K | – | 64 |
|
|
2019
Q4 | $335K | Buy |
1,061
+4
| +0.4% | +$1.26K | 0.11% | 87 |
|
|
2019
Q3 | $292K | Hold |
1,057
| – | – | 0.1% | 91 |
|
|
2019
Q2 | $304K | Buy |
1,057
+104
| +11% | +$29.9K | 0.11% | 92 |
|
|
2019
Q1 | $287K | Buy |
953
+446
| +88% | +$134K | 0.1% | 93 |
|
|
2018
Q4 | $129K | Buy |
507
+183
| +56% | +$46.6K | 0.05% | 128 |
|
|
2018
Q3 | $79K | Sell |
324
-12
| -4% | -$2.93K | 0.03% | 198 |
|
|
2018
Q2 | $68K | Buy |
+336
| New | +$68K | 0.03% | 207 |
|
|
2018
Q1 | – | Sell |
-337
| Closed | -$86K | – | 815 |
|
|
2017
Q4 | $86K | Buy |
+337
| New | +$86K | 0.04% | 193 |
|