WFA
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West Financial Advisors’s Broadcom AVGO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$95.1K Hold
345
0.02% 79
2025
Q1
$57.8K Hold
345
0.01% 93
2024
Q4
$80K Hold
345
0.02% 81
2024
Q3
$59.5K Buy
+345
New +$59.5K 0.01% 82