Whalen Wealth Management’s Broadcom AVGO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$829K	Buy	3,006 +847	+39%	+$234K	0.52%	56
2025 Q1	$362K	Buy	2,159 +832	+63%	+$139K	0.24%	96
2024 Q4	$308K	Sell	1,327 -4,451	-77%	-$1.03M	0.21%	93
2024 Q3	$997K	Buy	+5,778	New	+$997K	0.7%	31