Great Waters Wealth Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$360K Buy
953
+19
+2% +$7.62K 0.03% 91
2026
Q1
$289K Hold
934
0.03% 95
2025
Q4
$323K Buy
934
+100
+12% +$35.8K 0.04% 84
2025
Q3
$275K Sell
834
-36
-4% -$11K 0.03% 91
2025
Q2
$240K Buy
+870
New +$189K 0.03% 93
2025
Q1
Sell
-1,780
Closed -$413K 104
2024
Q4
$413K Sell
1,780
-176
-9% -$32.6K 0.05% 70
2024
Q3
$337K Buy
1,956
+606
+45% +$97.2K 0.05% 78
2024
Q2
$217K Buy
+1,350
New +$189K 0.03% 94

Other funds holding AVGO