Barnes Wealth Management Group’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$348K Sell
1,264
-15
-1% -$4.14K 0.21% 105
2025
Q1
$214K Sell
1,279
-292
-19% -$48.9K 0.14% 140
2024
Q4
$364K Buy
+1,571
New +$364K 0.24% 92