Potentia Wealth’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,790
Closed -$300K 74
2025
Q1
$300K Buy
1,790
+770
+75% +$129K 0.14% 76
2024
Q4
$236K Buy
+1,020
New +$236K 0.11% 91