CWM
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Copia Wealth Management’s Broadcom AVGO Stock Holding History

Copia Wealth Management’s Portfolio AVGO Stock Details AVGO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$170K Sell
618
-84
-12% -$23.1K 0.14% 97
2025
Q1 		$118K Sell
702
-133
-16% -$22.3K 0.11% 112
2024
Q4 		$194K Buy
+835
New +$194K 0.18% 82