Avantra Family 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	$2.06M	Buy	7,461 +314	+4%	+$86.6K	1.7%	11
2025 Q1	$1.2M	Buy	7,147 +278	+4%	+$46.5K	1.15%	16
2024 Q4	$1.59M	Buy	+6,869	New	+$1.59M	1.49%	7