AW
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Alteri Wealth’s Broadcom AVGO Stock Holding History

Alteri Wealth’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$10.7M Sell
38,967
-1,544
-4% -$426K 4.17% 3
2025
Q1 		$6.78M Sell
40,511
-1,060
-3% -$177K 2.98% 6
2024
Q4 		$9.64M Buy
+41,571
New +$9.64M 2.67% 4