Palo Alto Wealth Advisors’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$782K Buy
2,837
+24
+0.9% +$6.62K 0.3% 26
2025
Q1
$654K Buy
2,813
+133
+5% +$30.9K 0.26% 26
2024
Q4
$621K Buy
2,680
+241
+10% +$55.9K 0.22% 26
2024
Q3
$439K Buy
+2,439
New +$439K 0.18% 33