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Elm3 Financial Group’s Broadcom AVGO Stock Holding History

Elm3 Financial Group’s Portfolio AVGO Stock Details AVGO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.03M Sell
18,243
-182
-1% -$50.2K 4.18% 5
2025
Q1 		$3.08M Sell
18,425
-944
-5% -$158K 2.71% 11
2024
Q4 		$4.49M Buy
+19,369
New +$4.49M 3.83% 8