MYIA
Mount Yale Investment Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.47M | Buy |
30,722
+5
| +0% | +$1.38K | 0.66% | 24 |
|
|
2025
Q1 | $5.14M | Sell |
30,717
-5,624
| -15% | -$942K | 0.44% | 33 |
|
|
2024
Q4 | $8.43M | Sell |
36,341
-2,533
| -7% | -$587K | 0.68% | 21 |
|
|
2024
Q3 | $6.71M | Buy |
38,874
+36,525
| +1,555% | +$6.3M | 0.64% | 18 |
|
|
2024
Q2 | $3.77M | Sell |
2,349
-23
| -1% | -$36.9K | 0.3% | 71 |
|
|
2024
Q1 | $3.14M | Buy |
2,372
+42
| +2% | +$55.7K | 0.24% | 89 |
|
|
2023
Q4 | $2.6M | Buy |
2,330
+265
| +13% | +$296K | 0.25% | 97 |
|
|
2023
Q3 | $1.72M | Sell |
2,065
-156
| -7% | -$130K | 0.19% | 123 |
|
|
2023
Q2 | $1.93M | Buy |
2,221
+877
| +65% | +$761K | 0.2% | 111 |
|
|
2023
Q1 | $862K | Buy |
1,344
+689
| +105% | +$442K | 0.1% | 214 |
|
|
2022
Q4 | $366K | Sell |
655
-289
| -31% | -$162K | 0.04% | 322 |
|
|
2022
Q3 | $419K | Buy |
944
+355
| +60% | +$158K | 0.06% | 292 |
|
|
2022
Q2 | $286K | Sell |
589
-10
| -2% | -$4.86K | 0.04% | 361 |
|
|
2022
Q1 | $377K | Sell |
599
-106
| -15% | -$66.7K | 0.04% | 330 |
|
|
2021
Q4 | $469K | Hold |
705
| – | – | 0.05% | 303 |
|
|
2021
Q3 | $342K | Sell |
705
-3
| -0.4% | -$1.46K | 0.04% | 329 |
|
|
2021
Q2 | $338K | Buy |
708
+25
| +4% | +$11.9K | 0.04% | 300 |
|
|
2021
Q1 | $317K | Buy |
683
+64
| +10% | +$29.7K | 0.04% | 299 |
|
|
2020
Q4 | $271K | Sell |
619
-45
| -7% | -$19.7K | 0.04% | 315 |
|
|
2020
Q3 | $242K | Sell |
664
-2,071
| -76% | -$755K | 0.03% | 298 |
|
|
2020
Q2 | $863K | Sell |
2,735
-293
| -10% | -$92.5K | 0.15% | 143 |
|
|
2020
Q1 | $718K | Sell |
3,028
-71
| -2% | -$16.8K | 0.16% | 130 |
|
|
2019
Q4 | $946K | Buy |
3,099
+43
| +1% | +$13.1K | 0.16% | 123 |
|
|
2019
Q3 | $964K | Buy |
3,056
+257
| +9% | +$81.1K | 0.17% | 118 |
|
|
2019
Q2 | $756K | Sell |
2,799
-26
| -0.9% | -$7.02K | 0.14% | 128 |
|
|
2019
Q1 | $850K | Buy |
2,825
+111
| +4% | +$33.4K | 0.16% | 120 |
|
|
2018
Q4 | $748K | Sell |
2,714
-265
| -9% | -$73K | 0.15% | 132 |
|
|
2018
Q3 | $698K | Sell |
2,979
-5,317
| -64% | -$1.25M | 0.12% | 137 |
|
|
2018
Q2 | $2.01M | Sell |
8,296
-100
| -1% | -$24.3K | 0.38% | 62 |
|
|
2018
Q1 | $1.98M | Buy |
+8,396
| New | +$1.98M | 0.42% | 58 |
|