SW
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SMART Wealth’s Broadcom AVGO Stock Holding History

SMART Wealth’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
Q2 		$793K Sell
2,878
-6,999
-71% -$1.93M 0.25% 91
2025
Q1 		$1.65M Sell
9,877
-2,041
-17% -$342K 0.59% 52
2024
Q4 		$2.76M Buy
11,918
+8,078
+210% +$1.87M 0.98% 29
2024
Q3 		$662K Buy
+3,840
New +$662K 0.26% 82