Wallace Advisory Group’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$616K Buy
3,680
+1,343
+57% +$225K 0.45% 58
2025
Q1
$542K Buy
2,337
+507
+28% +$118K 0.38% 74
2024
Q4
$316K Buy
+1,830
New +$316K 0.22% 134