Premier Path Wealth Partners’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.09M Buy
32,983
+220
+0.7% +$60.6K 1.27% 16
2025
Q1
$5.49M Buy
32,763
+55
+0.2% +$9.21K 0.85% 29
2024
Q4
$7.58M Sell
32,708
-395
-1% -$91.6K 1.16% 17
2024
Q3
$5.71M Buy
33,103
+813
+3% +$140K 0.9% 22
2024
Q2
$5.18M Sell
32,290
-150
-0.5% -$24.1K 0.88% 23
2024
Q1
$4.3M Sell
32,440
-1,910
-6% -$253K 0.81% 29
2023
Q4
$3.74M Buy
+34,350
New +$3.74M 0.83% 27