Crux 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	$1.95M	Sell	7,082 -5,472	-44%	-$1.51M	0.83%	34
2025 Q1	$2.1M	Sell	12,554 -3,798	-23%	-$636K	1.09%	27
2024 Q4	$3.79M	Buy	+16,352	New	+$3.79M	2.11%	9