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BWM Planning’s Broadcom AVGO Stock Holding History

BWM Planning’s Portfolio AVGO Stock Details AVGO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.04M Buy
3,759
+128
+4% +$35.3K 0.36% 41
2025
Q1 		$608K Buy
3,631
+18
+0.5% +$3.01K 0.26% 50
2024
Q4 		$838K Hold
3,613
– – 0.36% 44
2024
Q3 		$623K Buy
+3,613
New +$623K 0.28% 52