McCarter Private Wealth Services’s Broadcom AVGO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$13.8M	Sell	50,010 -5,487	-10%	-$1.51M	7.88%	1
2025 Q1	$9.29M	Sell	55,497 -2,556	-4%	-$428K	6.09%	1
2024 Q4	$13.5M	Sell	58,053 -1,224	-2%	-$284K	8.54%	1
2024 Q3	$10.2M	Buy	+59,277	New	+$10.2M	6.47%	1