David Katz - Matrix Asset Advisors Inc
Holding/activity history for Broadcom Inc. (AVGO)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 1,099 | 0.03 | $309.51 | $340,151 | SEC | ||
| 2025 Q4 | 1,099 | 0.03 | Reduce 1.79% | <0.01 | $346.10 | $380,364 | SEC |
| 2025 Q3 | 1,119 | 0.03 | Add 2.47% | <0.01 | $329.91 | $369,169 | SEC |
| 2025 Q2 | 1,092 | 0.03 | Buy | 0.03 | $275.65 | $301,010 | SEC |
| 2025 Q1 | 0 | 0.00 | Sell 100.00% | 0.03 | SEC | ||
| 2024 Q4 | 1,060 | 0.03 | Buy | 0.03 | $231.84 | $245,750 | SEC |