Kaufman Rossin 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
$778K Buy
2,822
+323
+13% +$89K 0.49% 29
2025
Q1
$418K Buy
+2,499
New +$418K 0.3% 56