Okabena Investment Services’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
-864
Closed -$200K 126
2024
Q4
$200K Buy
+864
New +$200K 0.06% 115
2023
Q2
Sell
-1,090
Closed -$9.68K 160
2023
Q1
$9.68K Buy
+1,090
New +$9.68K 0.01% 99