Gen-Wealth Partners’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$81.9K Sell
297
-43
-13% -$11.9K 0.03% 299
2025
Q1
$56.9K Sell
340
-21
-6% -$3.52K 0.02% 327
2024
Q4
$83.7K Sell
361
-2,398
-87% -$556K 0.04% 305
2024
Q3
$487K Buy
2,759
+309
+13% +$54.6K 0.21% 137
2024
Q2
$393K Buy
2,450
+570
+30% +$91.5K 0.19% 136
2024
Q1
$249K Buy
+1,880
New +$249K 0.12% 180