Martel Wealth Advisors’s Broadcom AVGO Stock Holding History

Martel Wealth Advisors’s Portfolio AVGO Stock Details AVGO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$647K	Hold
2025 Q2	$540K	Hold
2025 Q1	$328K	Hold
2024 Q4	$454K	Hold
2024 Q3	$346K	Hold
2024 Q2	$315K	Hold
2024 Q1	$260K	Hold
2023 Q4	$219K	Buy