WFA
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Wells Financial Advisors’s Broadcom AVGO Stock Holding History

Wells 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 		$19.3K Hold
70
– – 0.03% 66
2025
Q1 		$11.7K Hold
70
– – 0.02% 72
2024
Q4 		$16.2K Hold
70
– – 0.02% 71
2024
Q3 		$12.1K Buy
+70
New +$12.1K 0.02% 76