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Whipplewood Advisors’s Broadcom AVGO Stock Holding History

Whipplewood Advisors’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$444K Sell
1,610
-213
-12% -$58.7K 0.24% 98
2025
Q1 		$324K Sell
1,823
-236
-11% -$41.9K 0.19% 112
2024
Q4 		$477K Buy
+2,059
New +$477K 0.27% 87