Bolthouse Investments’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.43M Sell
12,430
-1,082
-8% -$298K 3.32% 7
2025
Q1
$2.26M Sell
13,512
-1,868
-12% -$313K 2.36% 10
2024
Q4
$3.57M Buy
+15,380
New +$3.57M 3.29% 7