My Personal CFO LLC’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$285K Buy
+1,034
New +$285K 0.13% 78
2025
Q1
Sell
-1,091
Closed -$253K 88
2024
Q4
$253K Buy
+1,091
New +$253K 0.13% 81
2023
Q1
Sell
-430
Closed -$24K 127
2022
Q4
$24K Buy
+430
New +$24K 0.02% 187