Morris Financial Concepts’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$395K Buy
1,432
+13
+0.9% +$3.58K 0.16% 78
2025
Q1
$238K Buy
1,419
+114
+9% +$19.1K 0.1% 117
2024
Q4
$303K Buy
1,305
+83
+7% +$19.2K 0.13% 95
2024
Q3
$211K Buy
+1,222
New +$211K 0.09% 115