Stewardship 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
$465K Sell
1,687
-91
-5% -$25.1K 0.12% 84
2025
Q1
$298K Buy
1,778
+203
+13% +$34K 0.08% 105
2024
Q4
$365K Buy
1,575
+294
+23% +$68.2K 0.1% 109
2024
Q3
$221K Buy
+1,281
New +$221K 0.06% 133