Wescott Financial Advisory Group’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$488K Buy
1,771
+445
+34% +$123K 0.05% 118
2025
Q1
$222K Buy
1,326
+48
+4% +$8.04K 0.02% 161
2024
Q4
$296K Buy
+1,278
New +$296K 0.03% 144