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Matrix Asset Advisors’s Broadcom AVGO Stock Holding History

Matrix Asset Advisors’s Portfolio AVGO Stock Details AVGO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$301K Buy
+1,092
New +$301K 0.03% 87
2025
Q1 		– Sell
-1,060
Closed -$246K – 107
2024
Q4 		$246K Buy
+1,060
New +$246K 0.03% 100