Capital Planning Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.1M | Sell |
29,382
-1,743
| -6% | -$480K | 1.19% | 25 |
|
|
2025
Q1 | $5.21M | Buy |
31,125
+498
| +2% | +$83.4K | 0.8% | 35 |
|
|
2024
Q4 | $7.1M | Buy |
30,627
+2,037
| +7% | +$472K | 1.1% | 24 |
|
|
2024
Q3 | $4.93M | Buy |
28,590
+4,250
| +17% | +$733K | 0.74% | 35 |
|
|
2024
Q2 | $3.91M | Buy |
24,340
+670
| +3% | +$108K | 0.67% | 39 |
|
|
2024
Q1 | $3.14M | Buy |
23,670
+280
| +1% | +$37.1K | 0.55% | 47 |
|
|
2023
Q4 | $2.61M | Sell |
23,390
-1,430
| -6% | -$160K | 0.49% | 48 |
|
|
2023
Q3 | $2.06M | Sell |
24,820
-130
| -0.5% | -$10.8K | 0.43% | 51 |
|
|
2023
Q2 | $2.16M | Sell |
24,950
-440
| -2% | -$38.2K | 0.44% | 50 |
|
|
2023
Q1 | $1.63M | Sell |
25,390
-1,220
| -5% | -$78.3K | 0.35% | 61 |
|
|
2022
Q4 | $1.49M | Buy |
26,610
+11,380
| +75% | +$636K | 0.35% | 58 |
|
|
2022
Q3 | $676K | Buy |
15,230
+9,060
| +147% | +$402K | 0.18% | 72 |
|
|
2022
Q2 | $300K | Sell |
6,170
-160
| -3% | -$7.78K | 0.08% | 105 |
|
|
2022
Q1 | $399K | Buy |
6,330
+250
| +4% | +$15.8K | 0.09% | 115 |
|
|
2021
Q4 | $405K | Buy |
6,080
+570
| +10% | +$38K | 0.08% | 114 |
|
|
2021
Q3 | $267K | Hold |
5,510
| – | – | 0.06% | 125 |
|
|
2021
Q2 | $263K | Buy |
+5,510
| New | +$263K | 0.05% | 131 |
|
|
2018
Q3 | – | Sell |
-60,030
| Closed | -$1.46M | – | 116 |
|
|
2018
Q2 | $1.46M | Sell |
60,030
-2,840
| -5% | -$68.9K | 0.66% | 51 |
|
|
2018
Q1 | $1.48M | Buy |
62,870
+950
| +2% | +$22.4K | 0.53% | 54 |
|
|
2017
Q4 | $1.59M | Buy |
61,920
+39,260
| +173% | +$1.01M | 0.56% | 51 |
|
|
2017
Q3 | $550K | Buy |
22,660
+14,070
| +164% | +$342K | 0.22% | 82 |
|
|
2017
Q2 | $200K | Buy |
+8,590
| New | +$200K | 0.09% | 129 |
|