Tandem Wealth Advisors’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$998K Buy
2025
Q1
$369K Sell
2024
Q4
$838K Buy
2024
Q3
$599K Sell
2024
Q2
$573K Sell
2024
Q1
$478K Sell
2023
Q4
$457K Sell
2023
Q3
$358K Sell
2023
Q2
$377K Sell
2023
Q1
$463K Sell
2022
Q4
$414K Buy