Everhart Financial Group’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$10.2M Buy
2025
Q2
$8.1M Buy
2025
Q1
$4.46M Buy
2024
Q4
$5.92M Buy
2024
Q3
$4.12M Buy
2024
Q2
$3.31M Buy
2024
Q1
$2.24M Buy
2023
Q4
$1.72M Buy
2023
Q3
$1.09M Buy
2023
Q2
$1.05M Buy
2023
Q1
$702K Buy
2022
Q4
$553K Buy
2022
Q3
$388K Buy
2022
Q2
$384K Sell
2022
Q1
$536K Buy
2021
Q4
$379K Buy