Avantax Planning Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.9M | Sell |
44,787
-1,124
| -2% | -$451K | 0.42% | 38 |
|
|
2026
Q1 | $14.2M | Sell |
45,911
-1,057
| -2% | -$348K | 0.39% | 43 |
|
|
2025
Q4 | $16.3M | Sell |
46,968
-478
| -1% | -$171K | 0.45% | 33 |
|
|
2025
Q3 | $15.7M | Sell |
47,446
-5,742
| -11% | -$1.76M | 0.45% | 37 |
|
|
2025
Q2 | $14.7M | Buy |
53,188
+664
| +1% | +$144K | 0.47% | 40 |
|
|
2025
Q1 | $8.79M | Sell |
52,524
-2,828
| -5% | -$599K | 0.31% | 54 |
|
|
2024
Q4 | $12.8M | Buy |
55,352
+1,387
| +3% | +$257K | 0.46% | 33 |
|
|
2024
Q3 | $9.31M | Sell |
53,965
-49,665
| -48% | -$7.96M | 0.33% | 47 |
|
|
2024
Q2 | $16.6M | Sell |
103,630
-7,140
| -6% | -$1M | 0.53% | 31 |
|
|
2024
Q1 | $14.7M | Buy |
110,770
+34,930
| +46% | +$4.33M | 0.48% | 34 |
|
|
2023
Q4 | $8.47M | Sell |
75,840
-7,210
| -9% | -$683K | 0.32% | 42 |
|
|
2023
Q3 | $6.9M | Sell |
83,050
-3,840
| -4% | -$333K | 0.29% | 42 |
|
|
2023
Q2 | $7.54M | Buy |
86,890
+20
| +0% | +$1.43K | 0.3% | 41 |
|
|
2023
Q1 | $5.57M | Buy |
86,870
+9,960
| +13% | +$599K | 0.23% | 54 |
|
|
2022
Q4 | $4.3M | Sell |
76,910
-2,460
| -3% | -$123K | 0.17% | 68 |
|
|
2022
Q3 | $3.52M | Buy |
79,370
+2,880
| +4% | +$147K | 0.16% | 71 |
|
|
2022
Q2 | $3.72M | Buy |
76,490
+12,760
| +20% | +$716K | 0.16% | 72 |
|
|
2022
Q1 | $4.01M | Buy |
63,730
+7,110
| +13% | +$422K | 0.16% | 69 |
|
|
2021
Q4 | $3.77M | Sell |
56,620
-5,560
| -9% | -$313K | 0.16% | 65 |
|
|
2021
Q3 | $3.02M | Buy |
62,180
+29,310
| +89% | +$1.43M | 0.14% | 62 |
|
|
2021
Q2 | $1.57M | Sell |
32,870
-1,540
| -4% | -$71.4K | 0.07% | 104 |
|
|
2021
Q1 | $1.59M | Buy |
34,410
+1,230
| +4% | +$56.9K | 0.08% | 102 |
|
|
2020
Q4 | $1.45M | Sell |
33,180
-2,910
| -8% | -$113K | 0.07% | 102 |
|
|
2020
Q3 | $1.31M | Buy |
36,090
+1,690
| +5% | +$56.6K | 0.07% | 110 |
|
|
2020
Q2 | $1.09M | Buy |
34,400
+7,210
| +27% | +$202K | 0.06% | 117 |
|
|
2020
Q1 | $645K | Buy |
27,190
+8,750
| +47% | +$247K | 0.04% | 132 |
|
|
2019
Q4 | $583K | Sell |
18,440
-280
| -1% | -$8.5K | 0.03% | 156 |
|
|
2019
Q3 | $517K | Sell |
18,720
-4,690
| -20% | -$133K | 0.03% | 167 |
|
|
2019
Q2 | $644K | Buy |
23,410
+80
| +0.3% | +$2.33K | 0.04% | 141 |
|
|
2019
Q1 | $702K | Sell |
23,330
-3,270
| -12% | -$88.7K | 0.05% | 134 |
|
|
2018
Q4 | $676K | Buy |
26,600
+2,090
| +9% | +$49.3K | 0.05% | 120 |
|
|
2018
Q3 | $605K | Sell |
24,510
-440
| -2% | -$9.87K | 0.05% | 128 |
|
|
2018
Q2 | $605K | Sell |
24,950
-37,280
| -60% | -$914K | 0.05% | 119 |
|
|
2018
Q1 | $1.47M | Buy |
62,230
+8,380
| +16% | +$211K | 0.13% | 69 |
|
|
2017
Q4 | $1.38M | Sell |
53,850
-1,360
| -2% | -$35.4K | 0.13% | 69 |
|
|
2017
Q3 | $1.34M | Buy |
55,210
+37,920
| +219% | +$938K | 0.11% | 90 |
|
|
2017
Q2 | $403K | Buy |
17,290
+2,540
| +17% | +$58.9K | 0.03% | 218 |
|
|
2017
Q1 | $323K | Buy |
14,750
+280
| +2% | +$5.77K | 0.03% | 233 |
|
|
2016
Q4 | $256K | Buy |
+14,470
| New | +$251K | 0.03% | 246 |
|
Other funds holding AVGO
Avantax Planning Partners's AVGO Position: Q2 2026 in Review
Avantax Planning Partners reduced its Broadcom (AVGO) stake by 2.4% in Q2 2026, selling an estimated $451K and leaving 44,787 shares worth $16.9M. The position accounts for 0.42% of the portfolio, ranked #38.
Avantax Planning Partners first reported a position in AVGO in Q4 2016 and has held it in 39 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Avantax Planning Partners held 44,787 shares of Broadcom worth $16.9M as of Q2 2026.
- Avantax Planning Partners sold 1,124 Broadcom shares in Q2 2026, an estimated $451K.
- Broadcom made up 0.42% of Avantax Planning Partners's portfolio in Q2 2026, its #38 holding.
- Avantax Planning Partners first reported a position in Broadcom in Q4 2016 and has held it in 39 quarters since.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.