UFA
US Financial Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $330K | Hold |
1,972
| – | – | 0.1% | 70 |
|
|
2024
Q4 | $457K | Buy |
1,972
+262
| +15% | +$60.7K | 0.14% | 55 |
|
|
2024
Q3 | $295K | Buy |
1,710
+1,534
| +872% | +$265K | 0.09% | 70 |
|
|
2024
Q2 | $283K | Hold |
176
| – | – | 0.09% | 69 |
|
|
2024
Q1 | $233K | Buy |
+176
| New | +$233K | 0.08% | 73 |
|
|
2016
Q2 | – | Sell |
-361
| Closed | -$56K | – | 70 |
|
|
2016
Q1 | $56K | Hold |
361
| – | – | 0.1% | 84 |
|
|
2015
Q4 | $52K | Hold |
361
| – | – | 0.05% | 136 |
|
|
2015
Q3 | $45K | Hold |
361
| – | – | 0.07% | 111 |
|
|
2015
Q2 | $48K | Buy |
361
+43
| +14% | +$5.72K | 0.05% | 104 |
|
|
2015
Q1 | $40K | Hold |
318
| – | – | 0.04% | 129 |
|
|
2014
Q4 | $32K | Buy |
+318
| New | +$32K | 0.03% | 143 |
|