Chokshi & Queen Wealth Advisors’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$511K Sell
1,855
-1,350
-42% -$372K 0.29% 33
2025
Q1
$537K Sell
3,205
-10,500
-77% -$1.76M 0.33% 29
2024
Q4
$3.18M Buy
+13,705
New +$3.18M 1.97% 10