SWIM
AVGO icon

Smallwood Wealth Investment Management’s Broadcom AVGO Stock Holding History

Smallwood Wealth Investment Management’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$319K Hold
1,905
– – 0.2% 59
2024
Q4 		$442K Buy
1,905
+15
+0.8% +$3.48K 0.3% 44
2024
Q3 		$326K Hold
1,890
– – 0.23% 56
2024
Q2 		$303K Hold
1,890
– – 0.23% 58
2024
Q1 		$251K Buy
+1,890
New +$251K 0.19% 59