WealthTrak Capital Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$504K Buy
1,830
+81
+5% +$22.3K 0.42% 49
2025
Q1
$293K Buy
1,749
+91
+5% +$15.2K 0.25% 62
2024
Q4
$384K Buy
+1,658
New +$384K 0.33% 53