Omni 360 Wealth’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$956K Buy
3,470
+490
+16% +$135K 0.47% 46
2025
Q1
$499K Buy
2,980
+1,014
+52% +$170K 0.29% 71
2024
Q4
$456K Sell
1,966
-56
-3% -$13K 0.29% 76
2024
Q3
$349K Buy
+2,022
New +$349K 0.23% 89