OPWM
AVGO icon

Oakwell Private Wealth Management’s Broadcom AVGO Stock Holding History

Oakwell Private Wealth Management’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$784K Sell
2,843
-88
-3% -$24.3K 0.18% 44
2025
Q1 		$491K Buy
2,931
+1,197
+69% +$200K 0.14% 48
2024
Q4 		$402K Buy
1,734
+24
+1% +$5.56K 0.11% 48
2024
Q3 		$295K Hold
1,710
– – 0.08% 54
2024
Q2 		$275K Buy
+1,710
New +$275K 0.08% 57