QFA
Quantum Financial Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Buy |
7,347
+20
| +0.3% | +$5.51K | 0.27% | 51 |
|
|
2025
Q1 | $1.23M | Hold |
7,327
| – | – | 0.18% | 65 |
|
|
2024
Q4 | $1.7M | Sell |
7,327
-685
| -9% | -$159K | 0.26% | 53 |
|
|
2024
Q3 | $1.38M | Buy |
8,012
+7,169
| +850% | +$1.24M | 0.22% | 56 |
|
|
2024
Q2 | $1.35M | Sell |
843
-250
| -23% | -$401K | 0.24% | 56 |
|
|
2024
Q1 | $1.45M | Buy |
1,093
+250
| +30% | +$331K | 0.27% | 53 |
|
|
2023
Q4 | $941K | Sell |
843
-198
| -19% | -$221K | 0.23% | 31 |
|
|
2023
Q3 | $865K | Buy |
1,041
+229
| +28% | +$190K | 0.25% | 30 |
|
|
2023
Q2 | $704K | Hold |
812
| – | – | 0.21% | 31 |
|
|
2023
Q1 | $521K | Hold |
812
| – | – | 0.16% | 40 |
|
|
2022
Q4 | $454K | Buy |
812
+8
| +1% | +$4.47K | 0.2% | 37 |
|
|
2022
Q3 | $357K | Buy |
804
+5
| +0.6% | +$2.22K | 0.16% | 41 |
|
|
2022
Q2 | $440K | Buy |
+799
| New | +$440K | 0.17% | 42 |
|