Great Waters 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
$240K Buy
+870
New +$240K 0.03% 93
2025
Q1
Sell
-1,780
Closed -$413K 104
2024
Q4
$413K Sell
1,780
-176
-9% -$40.8K 0.05% 70
2024
Q3
$337K Buy
1,956
+606
+45% +$105K 0.05% 78
2024
Q2
$217K Buy
+1,350
New +$217K 0.03% 94