Bennett Associates Wealth Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$655K Buy
2,375
+542
+30% +$149K 0.5% 23
2025
Q1
$307K Sell
1,833
-639
-26% -$107K 0.25% 38
2024
Q4
$573K Buy
+2,472
New +$573K 0.48% 23