TFA
Toth Financial Advisory’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.75M | Buy |
35,377
+610
| +2% | +$168K | 1.14% | 26 |
|
|
2025
Q1 | $5.82M | Buy |
34,767
+649
| +2% | +$109K | 0.7% | 54 |
|
|
2024
Q4 | $7.91M | Buy |
34,118
+1,275
| +4% | +$296K | 0.93% | 38 |
|
|
2024
Q3 | $5.67M | Buy |
32,843
+29,558
| +900% | +$5.1M | 0.67% | 52 |
|
|
2024
Q2 | $5.27M | Sell |
3,285
-73
| -2% | -$117K | 0.67% | 54 |
|
|
2024
Q1 | $4.45M | Sell |
3,358
-38
| -1% | -$50.4K | 0.56% | 68 |
|
|
2023
Q4 | $3.79M | Buy |
3,396
+336
| +11% | +$375K | 0.51% | 67 |
|
|
2023
Q3 | $2.54M | Buy |
3,060
+317
| +12% | +$263K | 0.39% | 75 |
|
|
2023
Q2 | $2.38M | Buy |
2,743
+965
| +54% | +$837K | 0.34% | 84 |
|
|
2023
Q1 | $1.14M | Buy |
1,778
+1,507
| +556% | +$967K | 0.18% | 106 |
|
|
2022
Q4 | $152K | Hold |
271
| – | – | 0.02% | 205 |
|
|
2022
Q3 | $120K | Sell |
271
-147
| -35% | -$65.1K | 0.02% | 198 |
|
|
2022
Q2 | $203K | Sell |
418
-1,483
| -78% | -$720K | 0.04% | 176 |
|
|
2022
Q1 | $1.2M | Buy |
1,901
+120
| +7% | +$75.6K | 0.18% | 105 |
|
|
2021
Q4 | $1.19M | Buy |
1,781
+950
| +114% | +$632K | 0.16% | 112 |
|
|
2021
Q3 | $403K | Buy |
831
+541
| +187% | +$262K | 0.06% | 166 |
|
|
2021
Q2 | $138K | Sell |
290
-900
| -76% | -$428K | 0.02% | 201 |
|
|
2021
Q1 | $552K | Hold |
1,190
| – | – | 0.09% | 154 |
|
|
2020
Q4 | $521K | Buy |
1,190
+50
| +4% | +$21.9K | 0.09% | 138 |
|
|
2020
Q3 | $415K | Buy |
1,140
+1,090
| +2,180% | +$397K | 0.08% | 141 |
|
|
2020
Q2 | $16K | Hold |
50
| – | – | ﹤0.01% | 301 |
|
|
2020
Q1 | $12K | Sell |
50
-1,840
| -97% | -$442K | ﹤0.01% | 257 |
|
|
2019
Q4 | $597K | Buy |
1,890
+1,840
| +3,680% | +$581K | 0.12% | 114 |
|
|
2019
Q3 | $14K | Hold |
50
| – | – | ﹤0.01% | 290 |
|
|
2019
Q2 | $14K | Sell |
50
-900
| -95% | -$252K | ﹤0.01% | 291 |
|
|
2019
Q1 | $286K | Buy |
+950
| New | +$286K | 0.07% | 141 |
|