SWA
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Strategies Wealth Advisors’s Broadcom AVGO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$853K Sell
3,094
-1,447
-32% -$399K 0.09% 63
2025
Q1
$760K Buy
4,541
+2,724
+150% +$456K 0.09% 67
2024
Q4
$429K Buy
+1,817
New +$429K 0.05% 89