Nicholson Wealth Management Group’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.3M Buy
8,339
+167
+2% +$46K 1.42% 8
2025
Q1
$1.37M Sell
8,172
-121
-1% -$20.3K 0.9% 67
2024
Q4
$1.92M Buy
8,293
+6,361
+329% +$1.47M 1.29% 9
2024
Q3
$333K Buy
+1,932
New +$333K 0.27% 92