SIA
Soltis Investment Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.1M | Buy |
65,491
+22,230
| +51% | +$6.13M | 1.42% | 13 |
|
|
2025
Q1 | $7.24M | Buy |
43,261
+694
| +2% | +$116K | 0.65% | 36 |
|
|
2024
Q4 | $9.87M | Buy |
42,567
+3,718
| +10% | +$862K | 0.91% | 20 |
|
|
2024
Q3 | $6.7M | Buy |
38,849
+38,239
| +6,269% | +$6.6M | 0.65% | 42 |
|
|
2024
Q2 | $979K | Buy |
610
+89
| +17% | +$143K | 0.1% | 152 |
|
|
2024
Q1 | $690K | Buy |
521
+36
| +7% | +$47.7K | 0.08% | 169 |
|
|
2023
Q4 | $542K | Buy |
485
+42
| +9% | +$46.9K | 0.06% | 178 |
|
|
2023
Q3 | $368K | Sell |
443
-3,155
| -88% | -$2.62M | 0.05% | 200 |
|
|
2023
Q2 | $3.12M | Sell |
3,598
-1,357
| -27% | -$1.18M | 0.36% | 79 |
|
|
2023
Q1 | $3.18M | Buy |
4,955
+458
| +10% | +$294K | 0.4% | 72 |
|
|
2022
Q4 | $2.51M | Buy |
4,497
+174
| +4% | +$97.3K | 0.33% | 86 |
|
|
2022
Q3 | $1.92M | Buy |
4,323
+392
| +10% | +$174K | 0.29% | 86 |
|
|
2022
Q2 | $1.91M | Buy |
+3,931
| New | +$1.91M | 0.28% | 91 |
|