M.E. Allison & Co’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.62M Buy
9,521
+708
+8% +$195K 2.11% 8
2025
Q1
$1.48M Buy
8,813
+782
+10% +$131K 1.46% 19
2024
Q4
$1.86M Buy
+8,031
New +$1.86M 2.05% 10