SFA
Source Financial Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $938K | Buy |
5,437
+4,888
| +890% | +$843K | 0.28% | 47 |
|
|
2024
Q2 | $882K | Sell |
549
-182
| -25% | -$292K | 0.27% | 50 |
|
|
2024
Q1 | $969K | Sell |
731
-6
| -0.8% | -$7.96K | 0.29% | 45 |
|
|
2023
Q4 | $823K | Buy |
737
+23
| +3% | +$25.7K | 0.26% | 58 |
|
|
2023
Q3 | $593K | Buy |
714
+3
| +0.4% | +$2.49K | 0.2% | 64 |
|
|
2023
Q2 | $617K | Buy |
711
+23
| +3% | +$20K | 0.2% | 72 |
|
|
2023
Q1 | $442K | Buy |
688
+33
| +5% | +$21.2K | 0.15% | 81 |
|
|
2022
Q4 | $366K | Buy |
655
+43
| +7% | +$24.1K | 0.14% | 87 |
|
|
2022
Q3 | $272K | Sell |
612
-12
| -2% | -$5.33K | 0.11% | 94 |
|
|
2022
Q2 | $303K | Sell |
624
-6
| -1% | -$2.91K | 0.12% | 95 |
|
|
2022
Q1 | $397K | Buy |
630
+52
| +9% | +$32.8K | 0.12% | 87 |
|
|
2021
Q4 | $385K | Hold |
578
| – | – | 0.1% | 89 |
|
|
2021
Q3 | $280K | Sell |
578
-50
| -8% | -$24.2K | 0.07% | 90 |
|
|
2021
Q2 | $300K | Buy |
628
+39
| +7% | +$18.6K | 0.08% | 89 |
|
|
2021
Q1 | $274K | Buy |
589
+61
| +12% | +$28.4K | 0.07% | 95 |
|
|
2020
Q4 | $231K | Buy |
+528
| New | +$231K | 0.06% | 100 |
|