Shira Ridge Wealth Management’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
$477K Sell
2025
Q2
$442K Sell
2025
Q1
$272K Sell
2024
Q4
$402K Buy
2024
Q3
$298K Buy
2024
Q2
$273K Buy
2024
Q1
$212K Sell
2023
Q4
$201K Buy