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Strata Wealth Advisors’s Broadcom AVGO Stock Holding History

Strata Wealth Advisors’s Portfolio AVGO Stock Details AVGO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$573K Buy
2,079
+837
+67% +$231K 0.16% 49
2025
Q1 		$208K Buy
1,242
+2
+0.2% +$335 0.06% 68
2024
Q4 		$287K Buy
1,240
+68
+6% +$15.8K 0.09% 66
2024
Q3 		$202K Buy
+1,172
New +$202K 0.07% 72