TLA
Tanglewood Legacy Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Buy |
1,639
+739
| +82% | +$204K | 0.19% | 67 |
|
|
2025
Q1 | $151K | Hold |
900
| – | – | 0.07% | 108 |
|
|
2024
Q4 | $209K | Hold |
900
| – | – | 0.09% | 90 |
|
|
2024
Q3 | $155K | Buy |
900
+810
| +900% | +$140K | 0.07% | 99 |
|
|
2024
Q2 | $144K | Hold |
90
| – | – | 0.07% | 102 |
|
|
2024
Q1 | $119K | Hold |
90
| – | – | 0.06% | 107 |
|
|
2023
Q4 | $100K | Hold |
90
| – | – | 0.05% | 115 |
|
|
2023
Q3 | $74.8K | Hold |
90
| – | – | 0.04% | 132 |
|
|
2023
Q2 | $78.1K | Hold |
90
| – | – | 0.05% | 130 |
|
|
2023
Q1 | $57.7K | Hold |
90
| – | – | 0.04% | 139 |
|
|
2022
Q4 | $50.3K | Buy |
+90
| New | +$50.3K | 0.04% | 129 |
|