MN 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
$1.81M Buy
6,554
+189
+3% +$52.1K 1.05% 19
2025
Q1
$1.07M Buy
6,365
+62
+1% +$10.4K 0.63% 40
2024
Q4
$1.46M Buy
6,303
+255
+4% +$59.1K 0.82% 30
2024
Q3
$1.04M Buy
6,048
+18
+0.3% +$3.11K 0.59% 37
2024
Q2
$969K Buy
6,030
+160
+3% +$25.7K 0.56% 41
2024
Q1
$779K Sell
5,870
-10
-0.2% -$1.33K 0.48% 46
2023
Q4
$657K Buy
+5,880
New +$657K 0.45% 52