WFPG
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Waller Financial Planning Group’s Broadcom AVGO Stock Holding History

Waller Financial Planning Group’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 		$333K Sell
1,209
-695
-37% -$192K 0.08% 59
2025
Q1 		$319K Buy
1,904
+685
+56% +$115K 0.09% 58
2024
Q4 		$283K Hold
1,219
– – 0.07% 59
2024
Q3 		$210K Buy
+1,219
New +$210K 0.05% 66