Octavia Wealth Advisors’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.52M Sell
2025
Q1
$1.54M Sell
2024
Q4
$2.22M Buy
2024
Q3
$1.64M Sell
2024
Q2
$1.53M Buy
2024
Q1
$1.25M Sell
2023
Q4
$1.19M Buy
2023
Q3
$667K Buy
2023
Q2
$683K Sell
2023
Q1
$524K Buy
2022
Q4
$432K Buy
2022
Q3
$341K Sell
2022
Q2
$380K Sell
2022
Q1
$597K Buy
2021
Q4
$575K Buy
2021
Q3
$406K Buy
2021
Q2
$384K Buy
2021
Q1
$201K Buy