Copley Financial Group’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$730K Buy
2,650
+1,167
+79% +$322K 0.54% 27
2025
Q1
$248K Sell
1,483
-20
-1% -$3.35K 0.19% 92
2024
Q4
$348K Sell
1,503
-695
-32% -$161K 0.27% 89
2024
Q3
$379K Buy
+2,198
New +$379K 0.34% 77