Momentous Wealth 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
$340K Sell
1,233
-92
-7% -$25.4K 0.22% 28
2025
Q1
$222K Buy
1,325
+128
+11% +$21.4K 0.16% 40
2024
Q4
$278K Buy
+1,197
New +$278K 0.23% 29