Oak Family Advisors’s Broadcom AVGO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,089	Closed	-$253K	–	89
2024 Q4	$253K	Buy	+1,089	New	+$253K	0.09%	89
2024 Q3	–	Sell	-3,590	Closed	-$576K	–	131
2024 Q2	$576K	Buy	+3,590	New	+$576K	0.2%	80