Total Wealth Planning & Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.06M Buy
7,486
+84
+1% +$23.2K 1.67% 8
2025
Q1
$1.24M Sell
7,402
-849
-10% -$142K 1.18% 13
2024
Q4
$1.91M Buy
+8,251
New +$1.91M 1.74% 8