LA
LM Advisors’s Broadcom AVGO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.3M | Sell |
11,964
-6,733
| -36% | -$1.86M | 0.42% | 40 |
|
2025
Q1 | $3.13M | Buy |
18,697
+4,420
| +31% | +$740K | 0.56% | 36 |
|
2024
Q4 | $3.31M | Buy |
+14,277
| New | +$3.31M | 0.59% | 35 |
|
2024
Q3 | – | Hold |
0
| – | – | – | 174 |
|
2024
Q2 | – | Sell |
-152
| Closed | -$201K | – | 19 |
|
2024
Q1 | $201K | Buy |
+152
| New | +$201K | 0.03% | 211 |
|