Beacon Financial Group’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.71M Buy
2025
Q2
$2.97M Buy
2025
Q1
$1.63M Buy
2024
Q4
$2.16M Sell
2024
Q3
$1.66M Buy
2024
Q2
$1.48M Buy
2024
Q1
$830K Sell
2023
Q4
$762K Buy
2023
Q3
$431K Buy