United Advisor Group’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.48M Sell
2025
Q2
$1.68M Buy
2025
Q1
$665K Sell
2024
Q4
$1.43M Buy
2024
Q3
$826K Buy
2024
Q2
$442K Buy