Watershed Private Wealth’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
$951K Sell
2025
Q2
$799K Hold
2025
Q1
$486K Sell
2024
Q4
$674K Sell
2024
Q3
$532K Buy
2024
Q2
$466K Hold
2024
Q1
$384K Hold
2023
Q4
$324K Buy