Surience Private Wealth’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-24,179
Closed -$4.17M 25
2024
Q3
$4.17M Buy
+24,179
New +$4.17M 4.26% 6