Portside Wealth Group, LLC's ownership history for AVGO

Portside Wealth Group, LLC currently holds 24.3K shares with a market value of $8.0M. It started holding AVGO on 2024-09-30. At its peak, it held 24.3K shares on 2025-09-30. Its highest holding value was $8.0M on 2025-09-30. At its lowest, it held 2.2K shares on 2024-12-31, with a value of $386.2K on 2024-12-31. In the recent 180 days, Portside Wealth Group, LLC has increased its shares by 21.0K. In the recent year, Portside Wealth Group, LLC has increased its shares by 22.0K.

It has also owned 1 contracts of calls, with the market value of the underlying securities totaling $33.0K on 2025-06-30. At its peak, it held 1 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $33.0K on 2025-09-30. At its lowest, it held 1 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $10.5K on 2025-06-30.