Holos Integrated 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
$88.4K Sell
290
-160
-36% -$48.8K 0.05% 90
2025
Q1
$75.3K Hold
450
0.05% 95
2024
Q4
$104K Buy
+450
New +$104K 0.07% 77