Wellspring Financial Advisors’s Broadcom AVGO Stock Holding History

Wellspring Financial Advisors’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.92M	Sell
2025 Q2	$1.82M	Buy
2025 Q1	$736K	Buy
2024 Q4	$975K	Sell
2024 Q3	$1.71M	Buy
2024 Q2	$567K	Buy
2024 Q1	$434K	Buy
2023 Q4	$250K	Buy