SWM
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StoneCrest Wealth Management’s Broadcom AVGO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$835K Buy
3,030
+237
+8% +$65.3K 0.4% 47
2025
Q1
$468K Buy
2,793
+616
+28% +$103K 0.3% 53
2024
Q4
$505K Buy
+2,177
New +$505K 0.33% 47