Oxford Wealth Group’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$751K Buy
3,240
+1,840
+131% +$427K 0.49% 39
2024
Q3
$242K Sell
1,400
-120
-8% -$20.7K 0.2% 54
2024
Q2
$244K Sell
1,520
-80
-5% -$12.8K 0.17% 62
2024
Q1
$212K Buy
+1,600
New +$212K 0.19% 54