Perissos Private 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
$250K Buy
+908
New +$250K 0.2% 61
2025
Q1
Sell
-936
Closed -$217K 74
2024
Q4
$217K Buy
+936
New +$217K 0.16% 83