Legacy Wealth Management (Tennessee)’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,221
Closed -$204K 33
2025
Q1
$204K Sell
1,221
-626
-34% -$105K 0.01% 40
2024
Q4
$428K Sell
1,847
-41
-2% -$9.51K 0.03% 30
2024
Q3
$326K Buy
+1,888
New +$326K 0.02% 36