Optimist Retirement Group’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.82M Sell
2025
Q2
$2.9M Sell
2025
Q1
$1.76M Sell
2024
Q4
$3.38M Sell
2024
Q3
$2.71M Sell
2024
Q2
$2.65M Sell
2024
Q1
$2.79M Sell
2023
Q4
$3.23M Buy