AssuredPartners Investment Advisors’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.85M Sell
17,604
-5,314
-23% -$1.46M 1.19% 25
2025
Q1
$3.84M Buy
22,918
+1,317
+6% +$221K 0.74% 31
2024
Q4
$5.01M Buy
+21,601
New +$5.01M 0.98% 19