Marshall & Sterling Wealth Advisors’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$692K Buy
2,527
+460
+22% +$126K 0.47% 38
2025
Q1
$346K Buy
+2,067
New +$346K 0.24% 64