BTWM
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Brass Tax Wealth Management’s Broadcom AVGO Stock Holding History

Brass Tax 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 		$579K Sell
2,101
-298
-12% -$82.1K 0.11% 100
2025
Q1 		$402K Buy
2,399
+586
+32% +$98.1K 0.08% 117
2024
Q4 		$420K Buy
1,813
+175
+11% +$40.6K 0.09% 109
2024
Q3 		$283K Buy
+1,638
New +$283K 0.06% 151