United Asset Strategies’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$25M Sell
2025
Q2
$31.3M Buy
2025
Q1
$1.76M Sell
2024
Q4
$3.74M Buy
2024
Q3
$2.74M Buy
2024
Q2
$2.48M Buy
2024
Q1
$1.31M Buy
2023
Q4
$948K Sell
2023
Q3
$807K Buy
2023
Q2
$671K Buy
2017
Q4
Sell
2017
Q3
$381K Buy