Private Wealth Partners’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.41M Buy
2025
Q2
$1.17M Buy
2025
Q1
$706K Sell
2024
Q4
$2.54M Buy
2024
Q3
$780K Buy
2024
Q2
$580K Hold
2024
Q1
$478K Buy
2023
Q4
$346K Buy
2023
Q3
$257K Hold
2023
Q2
$268K Buy