Tobias Financial Advisors’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$537K Buy
1,946
+189
+11% +$52.1K 0.09% 84
2025
Q1
$294K Buy
1,757
+22
+1% +$3.68K 0.06% 89
2024
Q4
$402K Buy
1,735
+355
+26% +$82.3K 0.08% 78
2024
Q3
$238K Buy
1,380
+120
+10% +$20.7K 0.05% 97
2024
Q2
$202K Buy
+1,260
New +$202K 0.04% 98