Capital Planning’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
3,983
+378
| +10% | +$104K | 0.35% | 34 |
|
|
2025
Q1 | $604K | Sell |
3,605
-573
| -14% | -$95.9K | 0.17% | 55 |
|
|
2024
Q4 | $969K | Buy |
4,178
+554
| +15% | +$128K | 0.25% | 51 |
|
|
2024
Q3 | $625K | Buy |
3,624
+124
| +4% | +$21.4K | 0.18% | 53 |
|
|
2024
Q2 | $562K | Hold |
3,500
| – | – | 0.17% | 51 |
|
|
2024
Q1 | $466K | Buy |
+3,500
| New | +$466K | 0.15% | 55 |
|