UP Strategic Wealth Investment 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	$1.13M	Buy	4,113 +207	+5%	+$57.1K	0.88%	20
2025 Q1	$654K	Buy	3,906 +751	+24%	+$126K	0.58%	31
2024 Q4	$731K	Buy	3,155 +1,403	+80%	+$325K	0.73%	27
2024 Q3	$302K	Buy	+1,752	New	+$302K	0.34%	55