OneAscent Family Office’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.36M Buy
4,945
+116
+2% +$32K 1.29% 17
2025
Q1
$812K Buy
4,829
+3,613
+297% +$608K 0.76% 39
2024
Q4
$282K Buy
+1,216
New +$282K 0.51% 48