Tower Wealth Partners’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$544K Buy
1,972
+111
+6% +$30.6K 0.32% 34
2025
Q1
$312K Buy
1,861
+316
+20% +$52.9K 0.17% 53
2024
Q4
$358K Sell
1,545
-234
-13% -$54.3K 0.19% 50
2024
Q3
$307K Buy
1,779
+79
+5% +$13.6K 0.18% 51
2024
Q2
$273K Sell
1,700
-70
-4% -$11.2K 0.17% 50
2024
Q1
$235K Sell
1,770
-1,280
-42% -$170K 0.15% 53
2023
Q4
$340K Buy
+3,050
New +$340K 0.24% 43