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Source Financial Advisors LLC

SEC CIK
0001830954
Latest filing
Nov 1, 2024

AVGO holding history

Broadcom Inc. in every 13F filed by Source Financial Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AVGO overviewAll 13F holders of AVGOFull Q3 2024 holdings

Shares (Q3 2024)
5,437
Value
$937.9K
% of portfolio
0.3%
Quarters held
15
Since Q1 2021
Holdings of AVGO by Source Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20245,437$937.9K0.3%−53−1.0%ReducedConverted for a 10-for-1 splitHolders
Q2 2024549$882.1K0.3%−182−24.9%ReducedHolders
Q1 2024731$969.4K0.3%−6−0.8%ReducedHolders
Q4 2023737$823.1K0.3%+23+3.2%AddedHolders
Q3 2023714$593.4K0.2%+3+0.4%AddedHolders
Q2 2023711$617.1K0.2%+23+3.3%AddedHolders
Q1 2023688$441.6K0.1%+33+5.0%AddedHolders
Q4 2022655$366.5K0.1%+43+7.0%AddedHolders
Q3 2022612$272.0K0.1%−12−1.9%ReducedHolders
Q2 2022624$303.0K0.1%−6−1.0%ReducedHolders
Q1 2022630$397.0K0.1%+52+9.0%AddedHolders
Q4 2021578$385.0K0.1%00.0%UnchangedHolders
Q3 2021578$280.0K0.1%−50−8.0%ReducedHolders
Q2 2021628$300.0K0.1%+39+6.6%AddedHolders
Q1 2021589$274.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.