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Old North State Wealth Management’s Broadcom AVGO Stock Holding History

Old North State Wealth Management’s Portfolio AVGO Stock Details AVGO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$496K Buy
1,792
+383
+27% +$106K 0.26% 72
2025
Q1 		$237K Sell
1,409
-49
-3% -$8.24K 0.13% 100
2024
Q4 		$339K Buy
1,458
+171
+13% +$39.8K 0.19% 81
2024
Q3 		$223K Buy
+1,287
New +$223K 0.12% 103