Root Financial Partners’s Broadcom AVGO Stock Holding History

Root Financial Partners’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$7.02M	Buy
2025 Q2	$5.67M	Buy
2025 Q1	$932K	Sell
2024 Q4	$1.82M	Buy
2024 Q3	$787K	Buy
2024 Q2	$585K	Buy
2024 Q1	$312K	Buy
2023 Q4	$243K	Buy