Wise Wealth Partners’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$733K Hold
2,658
1.22% 20
2025
Q1
$445K Buy
2,658
+9
+0.3% +$1.51K 1.06% 24
2024
Q4
$614K Buy
+2,649
New +$614K 1.52% 11