Chancellor Financial Group WB’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.64M Sell
5,968
-424
-7% -$117K 1.27% 14
2025
Q1
$1.07M Buy
6,392
+376
+6% +$63K 0.88% 24
2024
Q4
$1.39M Buy
+6,016
New +$1.39M 1.12% 19