LMG Wealth Partners’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$375K Hold
1,360
0.08% 109
2025
Q1
$228K Hold
1,360
0.05% 120
2024
Q4
$315K Hold
1,360
0.07% 109
2024
Q3
$235K Hold
1,360
0.05% 116
2024
Q2
$218K Buy
+1,360
New +$218K 0.05% 114