Capstone Wealth Management Group (Oregon)’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$662K Sell
2,402
-218
-8% -$60.1K 0.48% 50
2025
Q1
$439K Sell
2,620
-827
-24% -$138K 0.35% 59
2024
Q4
$799K Buy
+3,447
New +$799K 0.61% 44