Principia Wealth Advisory’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$57.4K Buy
208
+89
+75% +$24.5K 0.05% 104
2025
Q1
$22K Buy
119
+8
+7% +$1.48K 0.02% 102
2024
Q4
$25.7K Buy
+111
New +$25.7K 0.02% 104