Alpha Financial Partners’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$524K Buy
1,902
+408
+27% +$112K 0.38% 40
2025
Q1
$250K Buy
+1,494
New +$250K 0.2% 67
2024
Q4
Sell
-2,343
Closed -$404K 84
2024
Q3
$404K Buy
+2,343
New +$404K 0.29% 62