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Avantax Planning Partners’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Buy |
53,188
+664
| +1% | +$183K | 0.47% | 40 |
|
|
2025
Q1 | $8.79M | Sell |
52,524
-2,828
| -5% | -$473K | 0.31% | 54 |
|
|
2024
Q4 | $12.8M | Buy |
55,352
+1,387
| +3% | +$322K | 0.46% | 33 |
|
|
2024
Q3 | $9.31M | Buy |
53,965
+43,602
| +421% | +$7.52M | 0.33% | 47 |
|
|
2024
Q2 | $16.6M | Sell |
10,363
-714
| -6% | -$1.15M | 0.53% | 31 |
|
|
2024
Q1 | $14.7M | Buy |
11,077
+3,493
| +46% | +$4.63M | 0.48% | 34 |
|
|
2023
Q4 | $8.47M | Sell |
7,584
-721
| -9% | -$805K | 0.32% | 42 |
|
|
2023
Q3 | $6.9M | Sell |
8,305
-384
| -4% | -$319K | 0.29% | 42 |
|
|
2023
Q2 | $7.54M | Buy |
8,689
+2
| +0% | +$1.74K | 0.3% | 41 |
|
|
2023
Q1 | $5.57M | Buy |
8,687
+996
| +13% | +$639K | 0.23% | 54 |
|
|
2022
Q4 | $4.3M | Sell |
7,691
-246
| -3% | -$138K | 0.17% | 68 |
|
|
2022
Q3 | $3.52M | Buy |
7,937
+288
| +4% | +$128K | 0.16% | 71 |
|
|
2022
Q2 | $3.72M | Buy |
7,649
+1,276
| +20% | +$620K | 0.16% | 72 |
|
|
2022
Q1 | $4.01M | Buy |
6,373
+711
| +13% | +$448K | 0.16% | 69 |
|
|
2021
Q4 | $3.77M | Sell |
5,662
-556
| -9% | -$370K | 0.16% | 65 |
|
|
2021
Q3 | $3.02M | Buy |
6,218
+2,931
| +89% | +$1.42M | 0.14% | 62 |
|
|
2021
Q2 | $1.57M | Sell |
3,287
-154
| -4% | -$73.4K | 0.07% | 104 |
|
|
2021
Q1 | $1.6M | Buy |
3,441
+123
| +4% | +$57K | 0.08% | 102 |
|
|
2020
Q4 | $1.45M | Sell |
3,318
-291
| -8% | -$127K | 0.07% | 102 |
|
|
2020
Q3 | $1.32M | Buy |
3,609
+169
| +5% | +$61.6K | 0.07% | 110 |
|
|
2020
Q2 | $1.09M | Buy |
3,440
+721
| +27% | +$228K | 0.06% | 117 |
|
|
2020
Q1 | $645K | Buy |
2,719
+875
| +47% | +$208K | 0.04% | 132 |
|
|
2019
Q4 | $583K | Sell |
1,844
-28
| -1% | -$8.85K | 0.03% | 156 |
|
|
2019
Q3 | $517K | Sell |
1,872
-469
| -20% | -$130K | 0.03% | 167 |
|
|
2019
Q2 | $644K | Buy |
2,341
+8
| +0.3% | +$2.2K | 0.04% | 141 |
|
|
2019
Q1 | $702K | Sell |
2,333
-327
| -12% | -$98.4K | 0.05% | 134 |
|
|
2018
Q4 | $676K | Buy |
2,660
+209
| +9% | +$53.1K | 0.05% | 120 |
|
|
2018
Q3 | $605K | Sell |
2,451
-44
| -2% | -$10.9K | 0.05% | 128 |
|
|
2018
Q2 | $605K | Sell |
2,495
-3,728
| -60% | -$904K | 0.05% | 119 |
|
|
2018
Q1 | $1.47M | Buy |
6,223
+838
| +16% | +$197K | 0.13% | 69 |
|
|
2017
Q4 | $1.38M | Sell |
5,385
-136
| -2% | -$34.9K | 0.13% | 69 |
|
|
2017
Q3 | $1.34M | Buy |
5,521
+3,792
| +219% | +$920K | 0.11% | 90 |
|
|
2017
Q2 | $403K | Buy |
1,729
+254
| +17% | +$59.2K | 0.03% | 218 |
|
|
2017
Q1 | $323K | Buy |
1,475
+28
| +2% | +$6.13K | 0.03% | 233 |
|
|
2016
Q4 | $256K | Buy |
+1,447
| New | +$256K | 0.03% | 246 |
|