Capital Planning Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.38M | Sell |
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|
2025
Q2 | $8.1M | Sell |
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|
2025
Q1 | $5.21M | Buy |
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|
2024
Q4 | $7.1M | Buy |
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|
2024
Q3 | $4.93M | Buy |
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|
2024
Q2 | $3.91M | Buy |
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|
2024
Q1 | $3.14M | Buy |
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|
2023
Q4 | $2.61M | Sell |
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|
2023
Q3 | $2.06M | Sell |
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|
2023
Q2 | $2.16M | Sell |
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|
2023
Q1 | $1.63M | Sell |
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|
2022
Q4 | $1.49M | Buy |
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|
2022
Q3 | $676K | Buy |
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|
2022
Q2 | $300K | Sell |
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|
2022
Q1 | $399K | Buy |
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|
2021
Q4 | $405K | Buy |
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|
2021
Q3 | $267K | Hold |
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|
2021
Q2 | $263K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.46M | Sell |
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|
2018
Q1 | $1.48M | Buy |
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|
2017
Q4 | $1.59M | Buy |
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|
2017
Q3 | $550K | Buy |
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|
2017
Q2 | $200K | Buy |
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