SIA
Schechter Investment Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.3M | Sell |
25,661
-7,554
| -23% | -$1.26M | 0.35% | 58 |
|
|
2024
Q4 | $7.7M | Sell |
33,215
-2,420
| -7% | -$561K | 0.59% | 28 |
|
|
2024
Q3 | $6.15M | Buy |
35,635
+32,110
| +911% | +$5.54M | 0.45% | 43 |
|
|
2024
Q2 | $5.66M | Sell |
3,525
-164
| -4% | -$263K | 0.43% | 47 |
|
|
2024
Q1 | $4.89M | Buy |
3,689
+480
| +15% | +$636K | 0.37% | 49 |
|
|
2023
Q4 | $3.58M | Sell |
3,209
-83
| -3% | -$92.6K | 0.31% | 60 |
|
|
2023
Q3 | $2.73M | Sell |
3,292
-44
| -1% | -$36.5K | 0.26% | 67 |
|
|
2023
Q2 | $2.89M | Sell |
3,336
-1
| -0% | -$867 | 0.26% | 71 |
|
|
2023
Q1 | $2.14M | Buy |
3,337
+320
| +11% | +$205K | 0.2% | 99 |
|
|
2022
Q4 | $1.69M | Buy |
3,017
+428
| +17% | +$239K | 0.15% | 147 |
|
|
2022
Q3 | $1.15M | Buy |
2,589
+577
| +29% | +$256K | 0.11% | 232 |
|
|
2022
Q2 | $977K | Sell |
2,012
-385
| -16% | -$187K | 0.1% | 292 |
|
|
2022
Q1 | $1.51M | Buy |
2,397
+779
| +48% | +$491K | 0.14% | 166 |
|
|
2021
Q4 | $1.08M | Buy |
+1,618
| New | +$1.08M | 0.1% | 275 |
|