Milestone Asset Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$303K Sell
1,098
-3,527
-76% -$973K 0.06% 175
2025
Q1
$774K Sell
4,625
-21
-0.5% -$3.52K 0.16% 106
2024
Q4
$1.08M Buy
4,646
+91
+2% +$21.1K 0.24% 97
2024
Q3
$786K Buy
+4,555
New +$786K 0.18% 105