ORG Wealth Partners’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$383K Buy
1,445
+566
+64% +$150K 0.09% 134
2025
Q1
$148K Buy
879
+812
+1,212% +$137K 0.05% 212
2024
Q4
$15.5K Buy
67
+7
+12% +$1.62K ﹤0.01% 358
2024
Q3
$10.4K Buy
+60
New +$10.4K ﹤0.01% 371