HMV Wealth Advisors’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$434K Sell
1,574
-1,188
-43% -$327K 0.28% 54
2025
Q1
$462K Hold
2,762
0.37% 53
2024
Q4
$640K Buy
+2,762
New +$640K 0.64% 42