Atlantic Private Wealth’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$125K Buy
455
+55
+14% +$15.2K 0.08% 63
2025
Q1
$67K Hold
400
0.05% 99
2024
Q4
$92.7K Sell
400
-25
-6% -$5.8K 0.07% 64
2024
Q3
$73.3K Buy
+425
New +$73.3K 0.06% 70