Lantern Wealth Advisors’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.52M Sell
2025
Q2
$1.74M Buy
2024
Q4
$1.57M Sell
2024
Q3
$1.25M Buy
2024
Q2
$1.16M Buy
2024
Q1
$954K Sell
2023
Q4
$930K Buy