Napa 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
$469K Buy
+1,700
New +$469K 0.22% 104
2024
Q4
Sell
-20,946
Closed -$3.61M 177
2024
Q3
$3.61M Buy
+20,946
New +$3.61M 1.71% 7