Elevate Capital 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
$365K Sell
1,326
-150
-10% -$41.3K 0.29% 60
2025
Q1
$247K Buy
1,476
+156
+12% +$26.1K 0.23% 55
2024
Q4
$306K Buy
+1,320
New +$306K 0.27% 61