LSA
Lion Street Advisors’s Broadcom AVGO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.03M | Sell |
3,719
-188
| -5% | -$51.8K | 0.31% | 71 |
|
2025
Q1 | $654K | Sell |
3,907
-201
| -5% | -$33.7K | 0.21% | 108 |
|
2024
Q4 | $952K | Buy |
4,108
+21
| +0.5% | +$4.87K | 0.3% | 71 |
|
2024
Q3 | $705K | Buy |
4,087
+3,763
| +1,161% | +$649K | 0.25% | 89 |
|
2024
Q2 | $520K | Buy |
324
+6
| +2% | +$9.63K | 0.19% | 110 |
|
2024
Q1 | $355K | Hold |
318
| – | – | 0.15% | 153 |
|
2023
Q4 | $355K | Sell |
318
-1,013
| -76% | -$1.13M | 0.15% | 153 |
|
2023
Q3 | $1.11M | Buy |
+1,331
| New | +$1.11M | 0.36% | 53 |
|
2023
Q2 | – | Sell |
-1,313
| Closed | -$842K | – | 240 |
|
2023
Q1 | $842K | Buy |
+1,313
| New | +$842K | 0.26% | 70 |
|
2022
Q4 | – | Sell |
-632
| Closed | -$280K | – | 150 |
|
2022
Q3 | $280K | Buy |
+632
| New | +$280K | 0.14% | 92 |
|
2020
Q2 | – | Sell |
-8
| Closed | -$2K | – | 59 |
|
2020
Q1 | $2K | Buy |
+8
| New | +$2K | 0.01% | 334 |
|