Motive Wealth Advisors’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.67M Buy
2025
Q2
$1.38M Buy
2025
Q1
$729K Sell
2024
Q4
$1.07M Buy
2024
Q3
$628K Sell
2024
Q2
$628K Buy
2024
Q1
$498K Buy
2023
Q4
$259K Sell
2023
Q3
$235K Sell
2023
Q2
$263K Buy