Capital Wealth 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 | $4.46M | Buy |
16,171
+10,451
| +183% | +$2.88M | 0.04% | 67 |
|
|
2025
Q1 | $958K | Buy |
5,720
+2,290
| +67% | +$383K | 0.01% | 100 |
|
|
2024
Q4 | $795K | Sell |
3,430
-1,716
| -33% | -$398K | 0.01% | 96 |
|
|
2024
Q3 | $888K | Buy |
5,146
+1,256
| +32% | +$217K | 0.01% | 95 |
|
|
2024
Q2 | $625K | Sell |
3,890
-684,840
| -99% | -$110M | 0.01% | 103 |
|
|
2024
Q1 | $91.3M | Sell |
688,730
-1,978,920
| -74% | -$262M | 0.98% | 28 |
|
|
2023
Q4 | $298M | Buy |
2,667,650
+2,660,240
| +35,901% | +$297M | 3.41% | 13 |
|
|
2023
Q3 | $615K | Buy |
+7,410
| New | +$615K | 0.01% | 95 |
|
|
2023
Q1 | – | Sell |
-5,310
| Closed | -$297K | – | 138 |
|
|
2022
Q4 | $297K | Buy |
+5,310
| New | +$297K | ﹤0.01% | 85 |
|
|
2022
Q2 | – | Sell |
-3,200
| Closed | -$201K | – | 81 |
|
|
2022
Q1 | $201K | Sell |
3,200
-9,260
| -74% | -$582K | ﹤0.01% | 90 |
|
|
2021
Q4 | $829K | Buy |
12,460
+2,330
| +23% | +$155K | 0.02% | 54 |
|
|
2021
Q3 | $491K | Sell |
10,130
-470
| -4% | -$22.8K | 0.01% | 75 |
|
|
2021
Q2 | $506K | Buy |
10,600
+2,830
| +36% | +$135K | 0.01% | 77 |
|
|
2021
Q1 | $360K | Buy |
7,770
+2,730
| +54% | +$126K | 0.01% | 81 |
|
|
2020
Q4 | $234K | Buy |
+5,040
| New | +$234K | 0.01% | 99 |
|
|
2020
Q2 | – | Sell |
-13,780
| Closed | -$327K | – | 105 |
|
|
2020
Q1 | $327K | Buy |
13,780
+4,640
| +51% | +$110K | 0.02% | 157 |
|
|
2019
Q4 | $289K | Sell |
9,140
-10
| -0.1% | -$316 | 0.02% | 151 |
|
|
2019
Q3 | $258K | Sell |
9,150
-7,300
| -44% | -$206K | 0.02% | 208 |
|
|
2019
Q2 | $474K | Buy |
+16,450
| New | +$474K | 0.03% | 132 |
|