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Blake Schutter Theil Wealth Advisors’s Broadcom AVGO Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio AVGO Stock Details AVGO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$771K Hold
2,797
– – 0.87% 28
2025
Q1 		$468K Sell
2,797
-170
-6% -$28.5K 0.53% 60
2024
Q4 		$688K Sell
2,967
-2,354
-44% -$546K 0.73% 31
2024
Q3 		$918K Buy
+5,321
New +$918K 0.66% 42