NAAA
New Age Alpha Advisors’s Broadcom AVGO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $32.4M | Buy |
117,508
+31,717
| +37% | +$8.74M | 1.42% | 6 |
|
2025
Q1 | $14.4M | Sell |
85,791
-19,718
| -19% | -$3.3M | 0.64% | 15 |
|
2024
Q4 | $24.5M | Buy |
105,509
+65,439
| +163% | +$15.2M | 0.99% | 9 |
|
2024
Q3 | $6.91M | Buy |
40,070
+39,063
| +3,879% | +$6.74M | 4.07% | 7 |
|
2024
Q2 | $1.62M | Buy |
1,007
+7
| +0.7% | +$11.2K | 0.88% | 27 |
|
2024
Q1 | $1.33M | Hold |
1,000
| – | – | 0.78% | 25 |
|
2023
Q4 | $1.12M | Buy |
+1,000
| New | +$1.12M | 0.83% | 25 |
|