RFG - Bristol Wealth Advisors’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.11M Sell
14,918
-1,407
-9% -$388K 1.28% 20
2025
Q1
$2.73M Sell
16,325
-5,052
-24% -$846K 0.92% 24
2024
Q4
$4.96M Buy
+21,377
New +$4.96M 1.63% 16