Bernardo Wealth Planning’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$301K Sell
2025
Q1
$589K Buy
2024
Q4
$521K Sell
2024
Q3
$468K Buy
2024
Q2
$234K Sell
2024
Q1
$334K Buy
2021
Q1
Sell
2020
Q4
$245K Sell
2020
Q3
$229K Sell
2020
Q2
$209K Buy