Brown 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
$517K Buy
1,875
+474
+34% +$131K 0.16% 64
2025
Q1
$235K Buy
1,401
+90
+7% +$15.1K 0.08% 85
2024
Q4
$304K Buy
1,311
+114
+10% +$26.4K 0.11% 65
2024
Q3
$206K Buy
+1,197
New +$206K 0.07% 82