Wendell David Associates’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$368K Hold
1,336
0.04% 134
2025
Q1
$224K Hold
1,336
0.02% 144
2024
Q4
$310K Hold
1,336
0.03% 138
2024
Q3
$230K Sell
1,336
-4
-0.3% -$689 0.02% 150
2024
Q2
$215K Buy
+1,340
New +$215K 0.02% 152