Abacus Planning 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 | $902K | Sell |
3,272
-316
| -9% | -$87.1K | 0.13% | 88 |
|
|
2025
Q1 | $601K | Buy |
3,588
+959
| +36% | +$161K | 0.11% | 99 |
|
|
2024
Q4 | $609K | Sell |
2,629
-114
| -4% | -$26.4K | 0.11% | 99 |
|
|
2024
Q3 | $473K | Buy |
2,743
+873
| +47% | +$151K | 0.08% | 116 |
|
|
2024
Q2 | $301K | Buy |
+1,870
| New | +$301K | 0.06% | 160 |
|
|
2024
Q1 | – | Sell |
-3,480
| Closed | -$389K | – | 210 |
|
|
2023
Q4 | $389K | Sell |
3,480
-280
| -7% | -$31.3K | 0.08% | 122 |
|
|
2023
Q3 | $313K | Buy |
3,760
+40
| +1% | +$3.33K | 0.08% | 132 |
|
|
2023
Q2 | $323K | Sell |
3,720
-560
| -13% | -$48.6K | 0.08% | 132 |
|
|
2023
Q1 | $275K | Buy |
4,280
+190
| +5% | +$12.2K | 0.07% | 139 |
|
|
2022
Q4 | $229K | Buy |
+4,090
| New | +$229K | 0.06% | 156 |
|
|
2022
Q2 | – | Sell |
-4,290
| Closed | -$270K | – | 197 |
|
|
2022
Q1 | $270K | Buy |
4,290
+480
| +13% | +$30.2K | 0.07% | 164 |
|
|
2021
Q4 | $254K | Buy |
+3,810
| New | +$254K | 0.07% | 172 |
|