Palisades Hudson Asset Management’s Broadcom AVGO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$320K	Buy	+1,160	New	+$320K	0.13%	82
2025 Q1	–	Sell	-1,270	Closed	-$295K	–	101
2024 Q4	$295K	Hold	1,270	–	–	0.12%	81
2024 Q3	$219K	Hold	1,270	–	–	0.09%	95
2024 Q2	$204K	Buy	+1,270	New	+$204K	0.09%	89