Cabot 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
$275K Buy
+997
New +$275K 0.03% 119
2025
Q1
Sell
-1,039
Closed -$241K 128
2024
Q4
$241K Sell
1,039
-189
-15% -$43.8K 0.03% 117
2024
Q3
$212K Buy
+1,228
New +$212K 0.03% 128