Partners Wealth 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
$384K Hold
2,276
0.44% 62
2025
Q1
$381K Sell
2,276
-433
-16% -$72.5K 0.43% 62
2024
Q4
$628K Buy
+2,709
New +$628K 0.71% 45