Running Point Capital 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	$1.27M	Sell	4,608 -143	-3%	-$39.4K	0.35%	53
2025 Q1	$795K	Buy	4,751 +1,948	+69%	+$326K	0.25%	59
2024 Q4	$650K	Buy	+2,803	New	+$650K	0.22%	55
2024 Q1	–	Sell	-2,070	Closed	-$231K	–	144
2023 Q4	$231K	Buy	+2,070	New	+$231K	0.11%	93