Morton Capital 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	$1.21M	Sell	4,396 -73	-2%	-$20.1K	0.21%	43
2025 Q1	$748K	Buy	4,469 +290	+7%	+$48.6K	0.14%	52
2024 Q4	$969K	Buy	4,179 +71	+2%	+$16.5K	0.18%	47
2024 Q3	$709K	Buy	4,108 +2,408	+142%	+$415K	0.14%	53
2024 Q2	$273K	Buy	+1,700	New	+$273K	0.06%	81