BWM
AVGO icon

Bernard Wealth Management’s Broadcom AVGO Stock Holding History

Bernard Wealth Management’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$232K Sell
840
-612
-42% -$169K 0.11% 53
2025
Q1 		$243K Buy
1,452
+72
+5% +$12.1K 0.12% 54
2024
Q4 		$320K Buy
+1,380
New +$320K 0.15% 47