Nicola 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
$32.7M Sell
118,800
-10,000
-8% -$2.76M 3.07% 5
2025
Q1
$21.6M Buy
128,800
+19,800
+18% +$3.32M 2.1% 10
2024
Q4
$25.3M Hold
109,000
2.39% 9
2024
Q3
$18.8M Buy
+109,000
New +$18.8M 1.49% 28