Genesis Private Wealth’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$935K Buy
3,390
+848
+33% +$234K 0.44% 37
2025
Q1
$426K Buy
2,542
+353
+16% +$59.1K 0.23% 57
2024
Q4
$508K Buy
+2,189
New +$508K 0.28% 48