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Uptown Financial Advisors’s Broadcom AVGO Stock Holding History

Uptown Financial Advisors’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$525K Hold
1,905
– – 0.45% 35
2025
Q1 		$319K Buy
1,905
+564
+42% +$94.4K 0.33% 43
2024
Q4 		$311K Buy
+1,341
New +$311K 0.34% 44