QTR Family 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
$2.54M Buy
9,228
+565
+7% +$156K 1.58% 14
2025
Q1
$1.45M Buy
+8,663
New +$1.45M 1.09% 24