Fonville Wealth Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$361K Hold
1,311
0.09% 94
2025
Q1
$220K Sell
1,311
-289
-18% -$48.4K 0.06% 113
2024
Q4
$371K Sell
1,600
-664
-29% -$154K 0.12% 78
2024
Q3
$390K Buy
+2,264
New +$390K 0.13% 78