Optivise Advisory Services’s Broadcom AVGO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$799K	Sell	2,899 -346	-11%	-$95.4K	0.41%	63
2025 Q1	$543K	Buy	3,245 +505	+18%	+$84.6K	0.3%	78
2024 Q4	$635K	Sell	2,740 -593	-18%	-$137K	0.34%	75
2024 Q3	$575K	Buy	3,333 +333	+11%	+$57.4K	0.3%	69
2024 Q2	$482K	Buy	+3,000	New	+$482K	0.26%	82