Fortis Capital Advisors’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.08M Sell
2025
Q1
$1.48M Buy
2024
Q4
$628K Sell
2024
Q3
$1.47M Buy
2024
Q2
$438K Buy
2024
Q1
$358K Buy
2023
Q2
Sell
2023
Q1
$60.3K Sell
2022
Q4
$108K Buy